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ADKSX vs DFSVX
ADKSX vs DFSVX Comparison
Open Charts ADKSX vs DFSVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
ADKSX vs DFSVX Comparison Chart
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ADKSX vs. DFSVX commentary
Feb 23, 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 ADKSX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. ADKSX (41.4M). DFSVX pays higher dividends than ADKSX: DFSVX (1.44) vs ADKSX (0.00). ADKSX was incepted earlier than DFSVX: ADKSX (20 years) vs DFSVX (32 years). ADKSX is a more actively managed with annual turnover of: 28.07 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ADKSX: DFSVX (0) vs ADKSX (3000). ADKSX annual gain was more profitable for investors over the last year : 20.77 vs. DFSVX (9.32). ADKSX return over 5 years is better than : 85.09 vs. DFSVX (52.23).
| ADKSX | DFSVX | ADKSX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -0.474 | -1.546 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4M | 15.9B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 20.77 | 9.32 | 223% |
| Returns for 3 years | 41.22 | 17.14 | 240% |
| Returns for 5 years | 85.09 | 52.23 | 163% |
| Returns for 10 years | 48.30 | 41.91 | 115% |
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