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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$380.92
Change-$2.68 (-0.70%)
VolumeN/A
Net Assets1.32B
DFSVX vs VSMVX Comparison Chart in %
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DFSVX vs. VSMVX commentary
Aug 18, 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 StrongBuy and VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. VSMVX (1.32B). VSMVX pays higher dividends than DFSVX: VSMVX (1.89) vs DFSVX (1.64). 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 : 5.62 vs. VSMVX (2.52). DFSVX return over 5 years is better than : 80.15 vs. VSMVX (60.77).
| 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 | 1.483 | -2.405 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.32B | 1,223% |
| Annual Yield % from dividends | 1.64 | 1.89 | 87% |
| Returns for 1 year | 5.62 | 2.52 | 223% |
| Returns for 3 years | 16.09 | 5.33 | 302% |
| Returns for 5 years | 80.15 | 60.77 | 132% |
| Returns for 10 years | 50.63 | 91.30 | 55% |
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