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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$424.93
Change+$1.91 (+0.45%)
VolumeN/A
Net Assets1.24B
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Jan 15, 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 Hold and VMFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. VMFVX (1.24B). VMFVX pays higher dividends than DFSVX: VMFVX (1.88) vs DFSVX (1.69). 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 (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 : 13.71 vs. VMFVX (10.08). DFSVX (55.39) and VMFVX (55.25) 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 | 5.771 | 4.937 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.24B | 1,416% |
| Annual Yield % from dividends | 1.69 | 1.88 | 90% |
| Returns for 1 year | 13.71 | 10.08 | 136% |
| Returns for 3 years | 37.53 | 29.14 | 129% |
| Returns for 5 years | 55.39 | 55.25 | 100% |
| Returns for 10 years | 114.57 | 173.34 | 66% |