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DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
SEI Small Cap Value Y (SIMT)
Price$24.18
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets304.33M
DFSVX vs SPVYX Comparison Chart in %
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DFSVX vs. SPVYX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SPVYX (304M). DFSVX pays higher dividends than SPVYX: DFSVX (1.52) vs SPVYX (1.28). DFSVX was incepted earlier than SPVYX: DFSVX (33 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 : 11.40 vs. SPVYX (-4.62). DFSVX return over 5 years is better than : 94.21 vs. SPVYX (44.05).
| DFSVX | SPVYX | DFSVX / SPVYX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.98 | 32% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.765 | 10.087 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 304M | 5,526% |
| Annual Yield % from dividends | 1.52 | 1.28 | 119% |
| Returns for 1 year | 11.40 | -4.62 | -247% |
| Returns for 3 years | 35.36 | 11.82 | 299% |
| Returns for 5 years | 94.21 | 44.05 | 214% |
| Returns for 10 years | 64.86 | N/A | - |
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