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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$22.82
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets828.61M
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
AFDVX vs DFSVX Comparison Chart
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AFDVX vs. DFSVX commentary
Jan 24, 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 AFDVX is a StrongBuy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. AFDVX (829M). DFSVX pays higher dividends than AFDVX: DFSVX (1.44) vs AFDVX (0.73). AFDVX was incepted earlier than DFSVX: AFDVX (10 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). DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. AFDVX (14.47). AFDVX return over 5 years is better than : 101.80 vs. DFSVX (56.95).
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 4.460 | 3.236 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 16.8B | 5% |
| Annual Yield % from dividends | 0.73 | 1.44 | 51% |
| Returns for 1 year | 14.47 | 15.36 | 94% |
| Returns for 3 years | 28.26 | 24.01 | 118% |
| Returns for 5 years | 101.80 | 56.95 | 179% |
| Returns for 10 years | N/A | 55.08 | - |
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