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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$22.91
Change-$0.19 (-0.82%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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AFDVX vs DFSVX Comparison Chart
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AFDVX 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 AFDVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. AFDVX (792M). DFSVX pays higher dividends than AFDVX: DFSVX (1.44) vs AFDVX (0.73). AFDVX was incepted earlier than DFSVX: AFDVX (9 years) vs DFSVX (32 years). AFDVX is a more actively managed with annual turnover of: 29.88 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than AFDVX: DFSVX (0) vs AFDVX (1000). AFDVX annual gain was more profitable for investors over the last year : 25.90 vs. DFSVX (19.84). AFDVX return over 5 years is better than : 118.52 vs. DFSVX (53.86).
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 11.516 | 7.846 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 16.7B | 5% |
| Annual Yield % from dividends | 0.73 | 1.44 | 51% |
| Returns for 1 year | 25.90 | 19.84 | 131% |
| Returns for 3 years | 30.64 | 13.38 | 229% |
| Returns for 5 years | 118.52 | 53.86 | 220% |
| Returns for 10 years | N/A | 39.64 | - |
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