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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Empower Small Cap Value Instl
Price$7.03
Change+$0.10 (+1.44%)
VolumeN/A
Net Assets630.27M
DFSVX vs MXTFX Comparison Chart in %
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DFSVX vs. MXTFX commentary
Dec 04, 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 MXTFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. MXTFX (630M). MXTFX pays higher dividends than DFSVX: MXTFX (1.85) vs DFSVX (1.62). DFSVX was incepted earlier than MXTFX: DFSVX (33 years) vs MXTFX (11 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 : -1.41 vs. MXTFX (-9.33). DFSVX return over 5 years is better than : 64.61 vs. MXTFX (7.74).
| DFSVX | MXTFX | DFSVX / MXTFX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.74 | 42% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 7.303 | 2.356 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 630M | 2,651% |
| Annual Yield % from dividends | 1.62 | 1.85 | 88% |
| Returns for 1 year | -1.41 | -9.33 | 15% |
| Returns for 3 years | 21.80 | -2.26 | -965% |
| Returns for 5 years | 64.61 | 7.74 | 834% |
| Returns for 10 years | 61.86 | -10.96 | -564% |
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