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DFSVX vs FTMSX
DFSVX vs FTMSX Comparison
Open Charts DFSVX vs FTMSX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$26.09
Change+$0.24 (+0.93%)
VolumeN/A
Net Assets21.42M
DFSVX vs FTMSX Comparison Chart in %
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DFSVX vs. FTMSX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and FTMSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FTMSX (21.4M). DFSVX pays higher dividends than FTMSX: DFSVX (1.67) vs FTMSX (0.13). DFSVX was incepted earlier than FTMSX: DFSVX (32 years) vs FTMSX (7 years). FTMSX (1.69) is less costly to investors than DFSVX (0.31). FTMSX is a more actively managed with annual turnover of: 86.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FTMSX: DFSVX (0) vs FTMSX (100000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. FTMSX (5.46). DFSVX return over 5 years is better than : 105.30 vs. FTMSX (64.91).
| DFSVX | FTMSX | DFSVX / FTMSX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.69 | 18% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 1.067 | -2.867 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 21.4M | 75,234% |
| Annual Yield % from dividends | 1.67 | 0.13 | 1,253% |
| Returns for 1 year | 9.45 | 5.46 | 173% |
| Returns for 3 years | 32.84 | 10.08 | 326% |
| Returns for 5 years | 105.30 | 64.91 | 162% |
| Returns for 10 years | 45.10 | N/A | - |
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