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DFSVX vs TVOIX
DFSVX vs TVOIX Comparison
Open Charts DFSVX vs TVOIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Touchstone Small Cap Value Institutional
Price$39.07
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets182.1M
DFSVX vs TVOIX Comparison Chart in %
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DFSVX vs. TVOIX 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 TVOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. TVOIX (182M). DFSVX pays higher dividends than TVOIX: DFSVX (1.67) vs TVOIX (0.71). DFSVX was incepted earlier than TVOIX: DFSVX (32 years) vs TVOIX (14 years). TVOIX (1.15) is less costly to investors than DFSVX (0.31). TVOIX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TVOIX: DFSVX (0) vs TVOIX (500000). TVOIX annual gain was more profitable for investors over the last year : 12.44 vs. DFSVX (9.45). DFSVX return over 5 years is better than : 105.30 vs. TVOIX (98.87).
| DFSVX | TVOIX | DFSVX / TVOIX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.067 | 1.877 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 182M | 8,846% |
| Annual Yield % from dividends | 1.67 | 0.71 | 236% |
| Returns for 1 year | 9.45 | 12.44 | 76% |
| Returns for 3 years | 32.84 | 30.85 | 106% |
| Returns for 5 years | 105.30 | 98.87 | 107% |
| Returns for 10 years | 45.10 | 72.64 | 62% |
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