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DFSVX vs TVOIX
DFSVX vs TVOIX Comparison
Open Charts DFSVX vs TVOIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Touchstone Small Cap Value Institutional
Price$41.21
Change+$0.73 (+1.80%)
VolumeN/A
Net Assets189.14M
DFSVX vs TVOIX Comparison Chart in %
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DFSVX vs. TVOIX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. TVOIX (189M). DFSVX pays higher dividends than TVOIX: DFSVX (1.52) vs TVOIX (0.65). DFSVX was incepted earlier than TVOIX: DFSVX (33 years) vs TVOIX (15 years). TVOIX (1.13) 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 (11.52) and DFSVX (11.40) have marching annual gain over last year. TVOIX (95.24) and DFSVX (94.21) have equivalent 5 years return.
| DFSVX | TVOIX | DFSVX / TVOIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 6.765 | 7.692 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 189M | 8,889% |
| Annual Yield % from dividends | 1.52 | 0.65 | 233% |
| Returns for 1 year | 11.40 | 11.52 | 99% |
| Returns for 3 years | 35.36 | 35.62 | 99% |
| Returns for 5 years | 94.21 | 95.24 | 99% |
| Returns for 10 years | 64.86 | 103.34 | 63% |
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