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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$404.38
Change+$4.16 (+1.04%)
VolumeN/A
Net Assets1.18B
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. VMFVX (1.18B). VMFVX pays higher dividends than DFSVX: VMFVX (1.71) vs DFSVX (1.52). 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: 41.00 vs. DFSVX (12.00). 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 : 6.87 vs. VMFVX (5.78). DFSVX return over 5 years is better than : 108.39 vs. VMFVX (99.72).
| 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 | 5.663 | 5.461 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.18B | 1,403% |
| Annual Yield % from dividends | 1.52 | 1.71 | 89% |
| Returns for 1 year | 6.87 | 5.78 | 119% |
| Returns for 3 years | 43.95 | 45.00 | 98% |
| Returns for 5 years | 108.39 | 99.72 | 109% |
| Returns for 10 years | 73.20 | 138.21 | 53% |
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