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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$21.45
Change+$0.30 (+1.42%)
VolumeN/A
Net Assets814.5M
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
AFDZX vs DFSVX Comparison Chart
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AFDZX vs. DFSVX commentary
Jun 07, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. AFDZX (815M). DFSVX pays higher dividends than AFDZX: DFSVX (1.65) vs AFDZX (1.14). AFDZX was incepted earlier than DFSVX: AFDZX (10 years) vs DFSVX (32 years). AFDZX (1.37) is less costly to investors than DFSVX (0.31). AFDZX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AFDZX: DFSVX (0) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 2.16 vs. DFSVX (0.94). AFDZX return over 5 years is better than : 99.90 vs. DFSVX (68.62).
| AFDZX | DFSVX | AFDZX / DFSVX | |
| Total Expense Ratio | 0.83 | 0.31 | 268% |
| Annual Report Gross Expense Ratio | 1.37 | 0.31 | 442% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -3.469 | -6.110 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 14.8B | 6% |
| Annual Yield % from dividends | 1.14 | 1.65 | 69% |
| Returns for 1 year | 2.16 | 0.94 | 230% |
| Returns for 3 years | 14.27 | 7.43 | 192% |
| Returns for 5 years | 99.90 | 68.62 | 146% |
| Returns for 10 years | 140.48 | 33.33 | 422% |
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