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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Empower Small Cap Value Instl
Price$7.15
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets653.88M
DFSVX vs MXTFX Comparison Chart in %
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DFSVX vs. MXTFX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. MXTFX (654M). 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 : 8.55 vs. MXTFX (-0.06). DFSVX return over 5 years is better than : 62.34 vs. MXTFX (6.12).
| 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 | 9.622 | 5.302 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 654M | 2,554% |
| Annual Yield % from dividends | 1.62 | 1.85 | 88% |
| Returns for 1 year | 8.55 | -0.06 | -13,588% |
| Returns for 3 years | 39.26 | 5.92 | 663% |
| Returns for 5 years | 62.34 | 6.12 | 1,018% |
| Returns for 10 years | 79.11 | 4.80 | 1,647% |
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