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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$22.21
Change+$0.10 (+0.45%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
AFDVX vs DFSVX Comparison Chart
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AFDVX vs. DFSVX commentary
Dec 23, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. AFDVX (799M). DFSVX pays higher dividends than AFDVX: DFSVX (1.44) vs AFDVX (0.73). AFDVX was incepted earlier than DFSVX: AFDVX (9 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). AFDVX (9.30) and DFSVX (9.07) have marching annual gain over last year. AFDVX return over 5 years is better than : 93.52 vs. DFSVX (46.34).
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 9.301 | 8.855 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 16.3B | 5% |
| Annual Yield % from dividends | 0.73 | 1.44 | 51% |
| Returns for 1 year | 9.30 | 9.07 | 103% |
| Returns for 3 years | 17.62 | 18.23 | 97% |
| Returns for 5 years | 93.52 | 46.34 | 202% |
| Returns for 10 years | N/A | 45.16 | - |
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