AFDVX
Price
$20.98
Change
+$0.02 (+0.10%)
Updated
Jun 5 closing price
Net Assets
814.24M
DFSVX
Price
$44.74
Change
-$0.10 (-0.22%)
Updated
Jun 5 closing price
Net Assets
14.8B
Interact to see
Advertisement

AFDVX vs DFSVX

Header iconAFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVXBanner chart's image
Applied Finance Explorer Investor
Price$20.98
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets814.24M
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
AFDVX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AFDVX vs. DFSVX commentary
Jun 06, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. AFDVX (814M). DFSVX pays higher dividends than AFDVX: DFSVX (1.65) vs AFDVX (0.95). 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). AFDVX annual gain was more profitable for investors over the last year : 1.21 vs. DFSVX (-0.92). AFDVX return over 5 years is better than : 97.82 vs. DFSVX (66.28).
AFDVXDFSVXAFDVX / DFSVX
Total Expense Ratio1.080.31348%
Annual Report Gross Expense Ratio1.690.31545%
Fund Existence10 years32 years-
Gain YTD-3.632-7.41449%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets814M14.8B6%
Annual Yield % from dividends0.951.6558%
Returns for 1 year1.21-0.92-131%
Returns for 3 years14.657.11206%
Returns for 5 years97.8266.28148%
Returns for 10 yearsN/A31.37-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LICRX16.70N/A
N/A
Lord Abbett International Equity R3
VRTGX384.25N/A
N/A
Vanguard Russell 2000 Growth Index I
CIMEX26.05N/A
N/A
American Funds Income Fund of Amer 529E
NPSGX14.70N/A
N/A
Nicholas Partners Small Cap Gr Instl
TGIRX31.19-0.04
-0.13%
Thornburg International Equity R6