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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Empower Small Cap Value Instl
Price$6.87
Change-$0.06 (-0.87%)
VolumeN/A
Net Assets575.41M
DFSVX vs MXTFX Comparison Chart in %
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DFSVX vs. MXTFX commentary
Aug 17, 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 StrongBuy and MXTFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. MXTFX (575M). MXTFX pays higher dividends than DFSVX: MXTFX (1.89) vs DFSVX (1.64). 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 : 5.62 vs. MXTFX (-1.27). DFSVX return over 5 years is better than : 80.15 vs. MXTFX (20.19).
| 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 | 1.483 | 1.178 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 575M | 2,800% |
| Annual Yield % from dividends | 1.64 | 1.89 | 87% |
| Returns for 1 year | 5.62 | -1.27 | -443% |
| Returns for 3 years | 16.09 | -9.48 | -170% |
| Returns for 5 years | 80.15 | 20.19 | 397% |
| Returns for 10 years | 50.63 | -13.16 | -385% |
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