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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$349.37
Change-$7.12 (-2.00%)
VolumeN/A
Net Assets1.25B
DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. VSMVX (1.25B). VSMVX pays higher dividends than DFSVX: VSMVX (2.19) vs DFSVX (1.65). DFSVX was incepted earlier than VSMVX: DFSVX (32 years) vs VSMVX (11 years). DFSVX (0.31) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSMVX: DFSVX (0) vs VSMVX (5000000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. VSMVX (0.16). DFSVX return over 5 years is better than : 86.94 vs. VSMVX (64.18).
| DFSVX | VSMVX | DFSVX / VSMVX | |
| Total Expense Ratio | 0.31 | 0.03 | 1,033% |
| Annual Report Gross Expense Ratio | 0.31 | 0.03 | 1,033% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -6.462 | -10.550 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.25B | 1,195% |
| Annual Yield % from dividends | 1.65 | 2.19 | 75% |
| Returns for 1 year | 1.83 | 0.16 | 1,138% |
| Returns for 3 years | 19.38 | 8.57 | 226% |
| Returns for 5 years | 86.94 | 64.18 | 135% |
| Returns for 10 years | 30.89 | 67.11 | 46% |
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