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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$23.55
Change-$0.25 (-1.05%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
AFDZX vs DFSVX Comparison Chart
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AFDZX vs. DFSVX commentary
Nov 18, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. AFDZX (826M). DFSVX pays higher dividends than AFDZX: DFSVX (1.44) vs AFDZX (0.87). AFDZX was incepted earlier than DFSVX: AFDZX (9 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 annual gain was more profitable for investors over the last year : 30.39 vs. DFSVX (26.86). AFDZX return over 5 years is better than : 113.15 vs. DFSVX (56.90).
| AFDZX | DFSVX | AFDZX / 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 | 15.215 | 14.541 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 17.4B | 5% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 30.39 | 26.86 | 113% |
| Returns for 3 years | 17.32 | 7.13 | 243% |
| Returns for 5 years | 113.15 | 56.90 | 199% |
| Returns for 10 years | N/A | 48.27 | - |
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