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DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Empower Small Cap Value I
Price$38.67
Change+$0.25 (+0.65%)
VolumeN/A
Net Assets563.03M
DFSVX vs MXLSX Comparison Chart in %
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DFSVX vs. MXLSX commentary
Jul 06, 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 MXLSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. MXLSX (563M). DFSVX pays higher dividends than MXLSX: DFSVX (1.67) vs MXLSX (0.00). DFSVX was incepted earlier than MXLSX: DFSVX (32 years) vs MXLSX (31 years). MXLSX (1.15) is less costly to investors than DFSVX (0.31). MXLSX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and MXLSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. MXLSX (5.37). DFSVX return over 5 years is better than : 105.30 vs. MXLSX (82.48).
| DFSVX | MXLSX | DFSVX / MXLSX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 1.067 | 0.598 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 563M | 2,860% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | 5.37 | 176% |
| Returns for 3 years | 32.84 | 29.25 | 112% |
| Returns for 5 years | 105.30 | 82.48 | 128% |
| Returns for 10 years | 45.10 | 58.42 | 77% |
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