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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$24.12
Change+$0.34 (+1.43%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
AFDVX vs DFSVX Comparison Chart
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AFDVX vs. DFSVX commentary
Nov 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. AFDVX (856M). 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 annual gain was more profitable for investors over the last year : 30.75 vs. DFSVX (27.42). AFDVX return over 5 years is better than : 117.02 vs. DFSVX (61.43).
| 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 | 17.028 | 16.319 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 17.6B | 5% |
| Annual Yield % from dividends | 0.73 | 1.44 | 51% |
| Returns for 1 year | 30.75 | 27.42 | 112% |
| Returns for 3 years | 20.10 | 10.57 | 190% |
| Returns for 5 years | 117.02 | 61.43 | 190% |
| Returns for 10 years | N/A | 48.14 | - |
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