Interact to see
Advertisement
Advertisement
DFSVX vs VESMX
DFSVX vs VESMX Comparison
Open Charts DFSVX vs VESMX
DFA US Small Cap Value I
Price$53.08
Change-$0.50 (-0.93%)
VolumeN/A
Net Assets16.96B
DFSVX vs VESMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VESMX commentary
Dec 14, 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 VESMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. VESMX (155M). DFSVX pays higher dividends than VESMX: DFSVX (1.62) vs VESMX (0.21). DFSVX was incepted earlier than VESMX: DFSVX (33 years) vs VESMX (5 years). VESMX (1.10) is less costly to investors than DFSVX (0.31). VESMX is a more actively managed with annual turnover of: 47.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VESMX: DFSVX (0) vs VESMX (2500). VESMX (4.85) and DFSVX (4.80) have marching annual gain over last year. VESMX (68.71) and DFSVX (67.27) have equivalent 5 years return.
| DFSVX | VESMX | DFSVX / VESMX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 11.962 | 10.408 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 155M | 10,968% |
| Annual Yield % from dividends | 1.62 | 0.21 | 777% |
| Returns for 1 year | 4.80 | 4.85 | 99% |
| Returns for 3 years | 32.15 | 32.14 | 100% |
| Returns for 5 years | 67.27 | 68.71 | 98% |
| Returns for 10 years | 80.28 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSPKX | 24.79 | 0.22 | +0.90% |
| Victory RS Partners R | |||
| VAGVX | 32.64 | 0.12 | +0.37% |
| Vanguard Advice Select Global Value Adml | |||
| TAGRX | 74.44 | 0.20 | +0.27% |
| JHancock Fundamental Large Cap Core A | |||
| MSIBX | 21.63 | N/A | N/A |
| Morgan Stanley Inst Passport ovrs eq A | |||
| MACCX | 18.09 | -0.61 | -3.26% |
| MoA Catholic Values Index Fund Class | |||