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ABSZX vs DFSVX
ABSZX vs DFSVX Comparison
Open Charts ABSZX vs DFSVX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
ABSZX vs DFSVX Comparison Chart
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ABSZX vs. DFSVX commentary
Nov 18, 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 ABSZX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. ABSZX (2.54B). DFSVX pays higher dividends than ABSZX: DFSVX (1.44) vs ABSZX (0.69). ABSZX was incepted earlier than DFSVX: ABSZX (11 years) vs DFSVX (32 years). ABSZX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ABSZX: DFSVX (0) vs ABSZX (2000000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. ABSZX (21.34). DFSVX return over 5 years is better than : 56.90 vs. ABSZX (26.03).
| ABSZX | DFSVX | ABSZX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 13.503 | 14.541 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 17.4B | 15% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 21.34 | 26.86 | 79% |
| Returns for 3 years | -10.93 | 7.13 | -153% |
| Returns for 5 years | 26.03 | 56.90 | 46% |
| Returns for 10 years | 13.57 | 48.27 | 28% |
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