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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$22.11
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets862.74M
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
AFDZX vs DFSVX Comparison Chart in %
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AFDZX vs. DFSVX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. AFDZX (863M). DFSVX pays higher dividends than AFDZX: DFSVX (1.67) vs AFDZX (1.10). 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 : -1.75 vs. DFSVX (-2.14). AFDZX return over 5 years is better than : 122.16 vs. DFSVX (92.70).
| 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 | 0.913 | -1.345 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 15.7B | 5% |
| Annual Yield % from dividends | 1.10 | 1.67 | 66% |
| Returns for 1 year | -1.75 | -2.14 | 82% |
| Returns for 3 years | 37.20 | 30.43 | 122% |
| Returns for 5 years | 122.16 | 92.70 | 132% |
| Returns for 10 years | 130.85 | 42.00 | 312% |
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