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AATSX vs DFSVX
AATSX vs DFSVX Comparison
Open Charts AATSX vs DFSVX
Ancora/Thelen Small-Mid Cap S
Price$21.06
Change+$0.16 (+0.77%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
AATSX vs DFSVX Comparison Chart
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AATSX vs. DFSVX commentary
Dec 25, 2024
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 AATSX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. AATSX (192M). DFSVX pays higher dividends than AATSX: DFSVX (1.44) vs AATSX (1.03). AATSX was incepted earlier than DFSVX: AATSX (10 years) vs DFSVX (32 years). AATSX is a more actively managed with annual turnover of: 85.30 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than AATSX: DFSVX (0) vs AATSX (1500000). AATSX annual gain was more profitable for investors over the last year : 17.69 vs. DFSVX (8.81). DFSVX return over 5 years is better than : 46.64 vs. AATSX (32.65).
| AATSX | DFSVX | AATSX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 18.481 | 9.171 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 16.3B | 1% |
| Annual Yield % from dividends | 1.03 | 1.44 | 72% |
| Returns for 1 year | 17.69 | 8.81 | 201% |
| Returns for 3 years | -3.61 | 16.52 | -22% |
| Returns for 5 years | 32.65 | 46.64 | 70% |
| Returns for 10 years | N/A | 44.42 | - |
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