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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$21.58
Change-$0.52 (-2.35%)
VolumeN/A
Net Assets791.17M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
AFDVX vs DFSVX Comparison Chart
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AFDVX vs. DFSVX commentary
Feb 23, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. AFDVX (791M). 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 : 9.32 vs. AFDVX (8.13). AFDVX return over 5 years is better than : 91.01 vs. DFSVX (52.23).
| 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 | -0.782 | -1.546 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 15.9B | 5% |
| Annual Yield % from dividends | 0.73 | 1.44 | 51% |
| Returns for 1 year | 8.13 | 9.32 | 87% |
| Returns for 3 years | 20.10 | 17.14 | 117% |
| Returns for 5 years | 91.01 | 52.23 | 174% |
| Returns for 10 years | N/A | 41.91 | - |
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