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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$21.93
Change-$0.19 (-0.86%)
VolumeN/A
Net Assets867.63M
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.89B
AFDVX vs DFSVX Comparison Chart in %
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AFDVX vs. DFSVX commentary
Jul 19, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. AFDVX (868M). DFSVX pays higher dividends than AFDVX: DFSVX (1.67) vs AFDVX (0.92). AFDVX was incepted earlier than DFSVX: AFDVX (10 years) vs DFSVX (32 years). AFDVX (1.69) is less costly to investors than DFSVX (0.31). AFDVX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AFDVX: DFSVX (0) vs AFDVX (1000). DFSVX (-0.60) and AFDVX (-0.61) have marching annual gain over last year. AFDVX return over 5 years is better than : 122.06 vs. DFSVX (95.10).
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | 1.08 | 0.31 | 348% |
| Annual Report Gross Expense Ratio | 1.69 | 0.31 | 545% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 1.701 | -0.118 | -1,437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 15.9B | 5% |
| Annual Yield % from dividends | 0.92 | 1.67 | 55% |
| Returns for 1 year | -0.61 | -0.60 | 101% |
| Returns for 3 years | 37.13 | 31.39 | 118% |
| Returns for 5 years | 122.06 | 95.10 | 128% |
| Returns for 10 years | 127.99 | 44.79 | 286% |
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