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DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
SEI Small Cap Value Y (SIMT)
Price$22.70
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets287.72M
DFSVX vs SPVYX Comparison Chart in %
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DFSVX vs. SPVYX commentary
Jul 07, 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 SPVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SPVYX (288M). DFSVX pays higher dividends than SPVYX: DFSVX (1.67) vs SPVYX (1.41). DFSVX was incepted earlier than SPVYX: DFSVX (32 years) vs SPVYX (10 years). SPVYX (0.98) is less costly to investors than DFSVX (0.31). SPVYX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPVYX: DFSVX (0) vs SPVYX (100000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. SPVYX (-7.07). DFSVX return over 5 years is better than : 105.30 vs. SPVYX (48.69).
| DFSVX | SPVYX | DFSVX / SPVYX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.98 | 32% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | 2.844 | 38% |
| 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 | 1.67 | 1.41 | 118% |
| Returns for 1 year | 9.45 | -7.07 | -134% |
| Returns for 3 years | 32.84 | 6.26 | 524% |
| Returns for 5 years | 105.30 | 48.69 | 216% |
| Returns for 10 years | 45.10 | N/A | - |
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