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ABSZX vs DFSVX
ABSZX vs DFSVX Comparison
Open Charts ABSZX vs DFSVX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
ABSZX vs DFSVX Comparison Chart
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ABSZX vs. DFSVX commentary
Dec 19, 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 Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. ABSZX (2.5B). 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 : 15.68 vs. ABSZX (2.01). DFSVX return over 5 years is better than : 52.30 vs. ABSZX (12.75).
| 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 | 0.468 | 13.283 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 16.9B | 15% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 2.01 | 15.68 | 13% |
| Returns for 3 years | -9.48 | 24.57 | -39% |
| Returns for 5 years | 12.75 | 52.30 | 24% |
| Returns for 10 years | 13.87 | 52.91 | 26% |
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