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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
Open Charts DFSVX vs SMVIX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
SEI Small Cap Value I (SIMT)
Price$22.57
Change-$0.19 (-0.83%)
VolumeN/A
Net Assets288.32M
DFSVX vs SMVIX Comparison Chart in %
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DFSVX vs. SMVIX commentary
Aug 18, 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 SMVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SMVIX (288M). DFSVX pays higher dividends than SMVIX: DFSVX (1.64) vs SMVIX (0.98). DFSVX was incepted earlier than SMVIX: DFSVX (32 years) vs SMVIX (24 years). SMVIX (1.48) is less costly to investors than DFSVX (0.31). SMVIX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SMVIX: DFSVX (0) vs SMVIX (100000). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. SMVIX (-10.47). DFSVX return over 5 years is better than : 80.15 vs. SMVIX (30.42).
| DFSVX | SMVIX | DFSVX / SMVIX | |
| Total Expense Ratio | 0.31 | 1.48 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.48 | 21% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.483 | 3.723 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 288M | 5,590% |
| Annual Yield % from dividends | 1.64 | 0.98 | 169% |
| Returns for 1 year | 5.62 | -10.47 | -54% |
| Returns for 3 years | 16.09 | -7.28 | -221% |
| Returns for 5 years | 80.15 | 30.42 | 263% |
| Returns for 10 years | 50.63 | 2.79 | 1,815% |
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