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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$395.40
Change-$1.33 (-0.34%)
VolumeN/A
Net Assets1.03B
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Jul 29, 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 VMFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. VMFVX (1.03B). VMFVX pays higher dividends than DFSVX: VMFVX (1.81) vs DFSVX (1.67). DFSVX was incepted earlier than VMFVX: DFSVX (32 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: 41.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VMFVX: DFSVX (0) vs VMFVX (5000000). VMFVX annual gain was more profitable for investors over the last year : 5.84 vs. DFSVX (-1.12). DFSVX return over 5 years is better than : 89.74 vs. VMFVX (84.75).
| 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 | 32 years | 15 years | - |
| Gain YTD | 0.838 | 3.119 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.03B | 1,553% |
| Annual Yield % from dividends | 1.67 | 1.81 | 92% |
| Returns for 1 year | -1.12 | 5.84 | -19% |
| Returns for 3 years | 21.63 | 25.39 | 85% |
| Returns for 5 years | 89.74 | 84.75 | 106% |
| Returns for 10 years | 49.02 | 111.22 | 44% |
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