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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$19.42
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets714.27M
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.49B
AFDVX vs DFSVX Comparison Chart
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AFDVX vs. DFSVX commentary
Apr 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: 13.5B vs. AFDVX (714M). DFSVX pays higher dividends than AFDVX: DFSVX (1.65) vs AFDVX (0.96). 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 : -1.66 vs. DFSVX (-5.30). AFDVX return over 5 years is better than : 140.11 vs. DFSVX (92.30).
| 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 | -10.713 | -16.002 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 13.5B | 5% |
| Annual Yield % from dividends | 0.96 | 1.65 | 58% |
| Returns for 1 year | -1.66 | -5.30 | 31% |
| Returns for 3 years | 6.34 | -1.94 | -326% |
| Returns for 5 years | 140.11 | 92.30 | 152% |
| Returns for 10 years | N/A | 18.26 | - |
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