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ADKSX vs DFSVX
ADKSX vs DFSVX Comparison
Open Charts ADKSX vs DFSVX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
ADKSX vs DFSVX Comparison Chart
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ADKSX 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 ADKSX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. ADKSX (40.7M). 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 : 31.63 vs. DFSVX (26.86). ADKSX return over 5 years is better than : 90.28 vs. DFSVX (56.90).
| 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 | 18.309 | 14.541 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 17.4B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 31.63 | 26.86 | 118% |
| Returns for 3 years | 29.99 | 7.13 | 421% |
| Returns for 5 years | 90.28 | 56.90 | 159% |
| Returns for 10 years | 42.95 | 48.27 | 89% |
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