Interact to see
Advertisement
Advertisement
DFSVX vs SVPIX
DFSVX vs SVPIX Comparison
Open Charts DFSVX vs SVPIX
DFA US Small Cap Value I
Price$49.02
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets16.13B
ProFunds Small Cap Value I
Price$107.21
Change+$0.47 (+0.44%)
VolumeN/A
Net Assets1.88M
DFSVX vs SVPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SVPIX commentary
Aug 20, 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 Hold and SVPIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SVPIX (1.88M). DFSVX pays higher dividends than SVPIX: DFSVX (1.64) vs SVPIX (1.00). DFSVX was incepted earlier than SVPIX: DFSVX (32 years) vs SVPIX (24 years). SVPIX (2.37) is less costly to investors than DFSVX (0.31). SVPIX is a more actively managed with annual turnover of: 915.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SVPIX: DFSVX (0) vs SVPIX (15000). DFSVX annual gain was more profitable for investors over the last year : 4.62 vs. SVPIX (1.02). DFSVX return over 5 years is better than : 86.77 vs. SVPIX (59.88).
| DFSVX | SVPIX | DFSVX / SVPIX | |
| Total Expense Ratio | 0.31 | 1.78 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 2.37 | 13% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 1.940 | -2.651 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.88M | 856,383% |
| Annual Yield % from dividends | 1.64 | 1.00 | 165% |
| Returns for 1 year | 4.62 | 1.02 | 453% |
| Returns for 3 years | 18.45 | 5.01 | 368% |
| Returns for 5 years | 86.77 | 59.88 | 145% |
| Returns for 10 years | 59.01 | 67.17 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement