DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
VSOIX
Price
$46.19
Change
+$0.33 (+0.72%)
Updated
Jul 25 closing price
Net Assets
5.73B
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DFSVX vs VSOIX

Header iconDFSVX vs VSOIX Comparison
Open Charts DFSVX vs VSOIXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Victory Sycamore Small Company Opp I
Price$46.19
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets5.73B
DFSVX vs VSOIX Comparison Chart in %
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DFSVX vs. VSOIX commentary
Jul 27, 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 Buy and VSOIX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. VSOIX (5.73B). DFSVX pays higher dividends than VSOIX: DFSVX (1.67) vs VSOIX (0.85). DFSVX was incepted earlier than VSOIX: DFSVX (32 years) vs VSOIX (18 years). VSOIX (0.89) is less costly to investors than DFSVX (0.31). VSOIX is a more actively managed with annual turnover of: 37.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSOIX: DFSVX (0) vs VSOIX (2000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. VSOIX (-8.39). DFSVX return over 5 years is better than : 94.25 vs. VSOIX (25.97).
DFSVXVSOIXDFSVX / VSOIX
Total Expense Ratio0.310.8935%
Annual Report Gross Expense Ratio0.310.8935%
Fund Existence32 years18 years-
Gain YTD0.901-2.078-43%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B5.73B279%
Annual Yield % from dividends1.670.85197%
Returns for 1 year0.60-8.39-7%
Returns for 3 years27.09-0.80-3,399%
Returns for 5 years94.2525.97363%
Returns for 10 years50.7323.22218%
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