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ADKSX vs DFSVX
ADKSX vs DFSVX Comparison
Open Charts ADKSX vs DFSVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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ADKSX vs DFSVX Comparison Chart
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ADKSX vs. DFSVX commentary
Sep 21, 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 ADKSX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. ADKSX (38M). DFSVX pays higher dividends than ADKSX: DFSVX (1.44) vs ADKSX (0.00). ADKSX was incepted earlier than DFSVX: ADKSX (19 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 (20.56) and DFSVX (19.84) have marching annual gain over last year. ADKSX return over 5 years is better than : 80.49 vs. DFSVX (53.86).
| ADKSX | DFSVX | ADKSX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 9.362 | 7.846 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38M | 16.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 20.56 | 19.84 | 104% |
| Returns for 3 years | 31.98 | 13.38 | 239% |
| Returns for 5 years | 80.49 | 53.86 | 149% |
| Returns for 10 years | 31.36 | 39.64 | 79% |
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