Ad is loading...
AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$20.86
Change+$0.27 (+1.31%)
VolumeN/A
Net Assets749.07M
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
AFDVX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. DFSVX commentary
May 09, 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: 14.2B vs. AFDVX (749M). DFSVX pays higher dividends than AFDVX: DFSVX (1.75) vs AFDVX (0.99). 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 : -1.05 vs. DFSVX (-3.50). AFDVX return over 5 years is better than : 131.91 vs. DFSVX (92.33).
| 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 | -5.333 | -9.256 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 14.2B | 5% |
| Annual Yield % from dividends | 0.99 | 1.75 | 57% |
| Returns for 1 year | -1.05 | -3.50 | 30% |
| Returns for 3 years | 20.97 | 13.02 | 161% |
| Returns for 5 years | 131.91 | 92.33 | 143% |
| Returns for 10 years | N/A | 28.50 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers