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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
Open Charts DFSVX vs SMVIX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
SEI Small Cap Value I (SIMT)
Price$22.22
Change+$0.14 (+0.63%)
VolumeN/A
Net Assets285.02M
DFSVX vs SMVIX Comparison Chart in %
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DFSVX vs. SMVIX commentary
Jul 27, 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 SMVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. SMVIX (285M). DFSVX pays higher dividends than SMVIX: DFSVX (1.67) vs SMVIX (0.99). DFSVX was incepted earlier than SMVIX: DFSVX (32 years) vs SMVIX (23 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 : 0.60 vs. SMVIX (-15.22). DFSVX return over 5 years is better than : 94.25 vs. SMVIX (38.55).
| 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 | 23 years | - |
| Gain YTD | 0.901 | 2.115 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 285M | 5,614% |
| Annual Yield % from dividends | 1.67 | 0.99 | 168% |
| Returns for 1 year | 0.60 | -15.22 | -4% |
| Returns for 3 years | 27.09 | -0.39 | -6,953% |
| Returns for 5 years | 94.25 | 38.55 | 244% |
| Returns for 10 years | 50.73 | 2.59 | 1,957% |
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