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ABSZX vs DFSVX
ABSZX vs DFSVX Comparison
Open Charts ABSZX vs DFSVX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.29B
ABSZX vs DFSVX Comparison Chart
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ABSZX vs. DFSVX commentary
Apr 14, 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 ABSZX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. ABSZX (2.02B). DFSVX pays higher dividends than ABSZX: DFSVX (1.65) vs ABSZX (0.84). ABSZX was incepted earlier than DFSVX: ABSZX (12 years) vs DFSVX (32 years). ABSZX (0.80) is less costly to investors than DFSVX (0.31). ABSZX is a more actively managed with annual turnover of: 53.00 vs. DFSVX (12.00). 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 : -10.09 vs. ABSZX (-18.84). DFSVX return over 5 years is better than : 81.60 vs. ABSZX (32.63).
| ABSZX | DFSVX | ABSZX / DFSVX | |
| Total Expense Ratio | 0.80 | 0.31 | 258% |
| Annual Report Gross Expense Ratio | 0.80 | 0.31 | 258% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -14.118 | -17.140 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 13.3B | 15% |
| Annual Yield % from dividends | 0.84 | 1.65 | 51% |
| Returns for 1 year | -18.84 | -10.09 | 187% |
| Returns for 3 years | -20.51 | -1.27 | 1,615% |
| Returns for 5 years | 32.63 | 81.60 | 40% |
| Returns for 10 years | -10.20 | 16.53 | -62% |
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