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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$426.27
Change+$23.52 (+5.84%)
VolumeN/A
Net Assets1.24B
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Feb 04, 2026
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 VMFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. VMFVX (1.24B). VMFVX pays higher dividends than DFSVX: VMFVX (1.81) vs DFSVX (1.58). DFSVX was incepted earlier than VMFVX: DFSVX (33 years) vs VMFVX (15 years). DFSVX (0.31) is less costly to investors than VMFVX (0.03). VMFVX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than VMFVX: DFSVX (0) vs VMFVX (5000000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. VMFVX (9.02). DFSVX (55.54) and VMFVX (54.17) have equivalent 5 years return.
| DFSVX | VMFVX | DFSVX / VMFVX | |
| Total Expense Ratio | 0.31 | 0.03 | 1,033% |
| Annual Report Gross Expense Ratio | 0.31 | 0.03 | 1,033% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 9.431 | 5.267 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.24B | 1,448% |
| Annual Yield % from dividends | 1.58 | 1.81 | 88% |
| Returns for 1 year | 17.52 | 9.02 | 194% |
| Returns for 3 years | 35.91 | 22.19 | 162% |
| Returns for 5 years | 55.54 | 54.17 | 103% |
| Returns for 10 years | 121.92 | 167.23 | 73% |
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