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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$22.34
Change-$0.89 (-3.83%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
AFDZX vs DFSVX Comparison Chart
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AFDZX vs. DFSVX commentary
Dec 19, 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 AFDZX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. AFDZX (828M). 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). AFDZX (16.03) and DFSVX (15.68) have marching annual gain over last year. AFDZX return over 5 years is better than : 103.13 vs. DFSVX (52.30).
| 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 | 13.650 | 13.283 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 16.9B | 5% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 16.03 | 15.68 | 102% |
| Returns for 3 years | 23.58 | 24.57 | 96% |
| Returns for 5 years | 103.13 | 52.30 | 197% |
| Returns for 10 years | N/A | 52.91 | - |
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