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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$441.12
Change+$45.54 (+11.51%)
VolumeN/A
Net Assets1.5B
DFSVX vs VSMVX Comparison Chart in %
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DFSVX vs. VSMVX commentary
Feb 04, 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 Buy and VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. VSMVX (1.51B). VSMVX (1.64) and DFSVX (1.58) have matching dividends . DFSVX was incepted earlier than VSMVX: DFSVX (33 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: 47.00 vs. DFSVX (7.00). 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 : 17.52 vs. VSMVX (13.40). DFSVX return over 5 years is better than : 55.54 vs. VSMVX (38.80).
| 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 | 33 years | 11 years | - |
| Gain YTD | 9.431 | 7.706 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.51B | 1,189% |
| Annual Yield % from dividends | 1.58 | 1.64 | 96% |
| Returns for 1 year | 17.52 | 13.40 | 131% |
| Returns for 3 years | 35.91 | 17.11 | 210% |
| Returns for 5 years | 55.54 | 38.80 | 143% |
| Returns for 10 years | 121.92 | 157.63 | 77% |
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