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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$22.71
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets821.44M
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
AFDZX vs DFSVX Comparison Chart
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AFDZX vs. DFSVX commentary
Jan 19, 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 AFDZX is a StrongBuy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. AFDZX (821M). DFSVX pays higher dividends than AFDZX: DFSVX (1.44) vs AFDZX (0.87). AFDZX was incepted earlier than DFSVX: AFDZX (10 years) vs DFSVX (32 years). AFDZX is a more actively managed with annual turnover of: 29.88 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than AFDZX: DFSVX (0) vs AFDZX (10000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. AFDZX (15.90). AFDZX return over 5 years is better than : 97.68 vs. DFSVX (51.83).
| AFDZX | DFSVX | AFDZX / 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 | 3.651 | 2.948 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 16.8B | 5% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 15.90 | 17.38 | 91% |
| Returns for 3 years | 20.99 | 16.94 | 124% |
| Returns for 5 years | 97.68 | 51.83 | 188% |
| Returns for 10 years | N/A | 57.77 | - |
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