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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$19.11
Change-$0.85 (-4.26%)
VolumeN/A
Net Assets694.72M
DFA US Small Cap Value I
Price$39.73
Change-$1.73 (-4.17%)
VolumeN/A
Net Assets13.19B
AFDZX vs DFSVX Comparison Chart
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AFDZX vs. DFSVX commentary
Apr 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.2B vs. AFDZX (695M). DFSVX pays higher dividends than AFDZX: DFSVX (1.65) vs AFDZX (1.15). 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 : -7.78 vs. DFSVX (-11.80). AFDZX return over 5 years is better than : 185.39 vs. DFSVX (118.66).
| 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 | -12.780 | -17.782 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 13.2B | 5% |
| Annual Yield % from dividends | 1.15 | 1.65 | 70% |
| Returns for 1 year | -7.78 | -11.80 | 66% |
| Returns for 3 years | 4.29 | -3.00 | -143% |
| Returns for 5 years | 185.39 | 118.66 | 156% |
| Returns for 10 years | N/A | 16.40 | - |
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