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DFSVX vs VSMCX
DFSVX vs VSMCX Comparison
Open Charts DFSVX vs VSMCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Invesco Small Cap Value C
Price$9.73
Change-$0.14 (-1.42%)
VolumeN/A
Net Assets6.48B
DFSVX vs VSMCX Comparison Chart
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DFSVX vs. VSMCX commentary
Jun 16, 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 Hold and VSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. VSMCX (6.48B). DFSVX pays higher dividends than VSMCX: DFSVX (1.65) vs VSMCX (0.26). DFSVX was incepted earlier than VSMCX: DFSVX (32 years) vs VSMCX (26 years). VSMCX (1.87) is less costly to investors than DFSVX (0.31). VSMCX is a more actively managed with annual turnover of: 40.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSMCX: DFSVX (0) vs VSMCX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. VSMCX (-8.76). DFSVX return over 5 years is better than : 86.94 vs. VSMCX (48.92).
| DFSVX | VSMCX | DFSVX / VSMCX | |
| Total Expense Ratio | 0.31 | 1.87 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.87 | 17% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -6.462 | -3.854 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 6.48B | 230% |
| Annual Yield % from dividends | 1.65 | 0.26 | 623% |
| Returns for 1 year | 1.83 | -8.76 | -21% |
| Returns for 3 years | 19.38 | 1.33 | 1,453% |
| Returns for 5 years | 86.94 | 48.92 | 178% |
| Returns for 10 years | 30.89 | -40.90 | -76% |
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