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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
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
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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.
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).
| 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 | -3.632 | -7.414 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 14.8B | 6% |
| Annual Yield % from dividends | 0.95 | 1.65 | 58% |
| Returns for 1 year | 1.21 | -0.92 | -131% |
| Returns for 3 years | 14.65 | 7.11 | 206% |
| Returns for 5 years | 97.82 | 66.28 | 148% |
| Returns for 10 years | N/A | 31.37 | - |
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