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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Empower Small Cap Value Instl
Price$6.42
Change-$0.12 (-1.83%)
VolumeN/A
Net Assets498.02M
DFSVX vs MXTFX Comparison Chart
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DFSVX vs. MXTFX commentary
Jun 16, 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 Hold and MXTFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. MXTFX (498M). MXTFX pays higher dividends than DFSVX: MXTFX (2.00) vs DFSVX (1.65). DFSVX was incepted earlier than MXTFX: DFSVX (32 years) vs MXTFX (10 years). MXTFX (0.74) is less costly to investors than DFSVX (0.31). MXTFX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and MXTFX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. MXTFX (-5.06). DFSVX return over 5 years is better than : 86.94 vs. MXTFX (25.38).
| DFSVX | MXTFX | DFSVX / MXTFX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.74 | 42% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -6.462 | -5.449 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 498M | 2,992% |
| Annual Yield % from dividends | 1.65 | 2.00 | 82% |
| Returns for 1 year | 1.83 | -5.06 | -36% |
| Returns for 3 years | 19.38 | -4.58 | -423% |
| Returns for 5 years | 86.94 | 25.38 | 343% |
| Returns for 10 years | 30.89 | -22.75 | -136% |
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