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ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$72.43
Change+$1.10 (+1.54%)
VolumeN/A
Net Assets2.38B
DFA US Small Cap Value I
Price$47.55
Change+$1.13 (+2.43%)
VolumeN/A
Net Assets15.36B
ARAIX vs DFSVX Comparison Chart in %
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ARAIX vs. DFSVX commentary
Jul 03, 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 ARAIX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. ARAIX (2.38B). DFSVX pays higher dividends than ARAIX: DFSVX (1.67) vs ARAIX (0.44). ARAIX was incepted earlier than DFSVX: ARAIX (14 years) vs DFSVX (32 years). ARAIX (0.69) is less costly to investors than DFSVX (0.31). ARAIX is a more actively managed with annual turnover of: 17.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ARAIX: DFSVX (0) vs ARAIX (1000000). DFSVX (7.61) and ARAIX (7.29) have marching annual gain over last year. DFSVX return over 5 years is better than : 100.87 vs. ARAIX (43.50).
| ARAIX | DFSVX | ARAIX / DFSVX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 0.055 | -1.117 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 15.4B | 15% |
| Annual Yield % from dividends | 0.44 | 1.67 | 26% |
| Returns for 1 year | 7.29 | 7.61 | 96% |
| Returns for 3 years | 11.27 | 29.97 | 38% |
| Returns for 5 years | 43.50 | 100.87 | 43% |
| Returns for 10 years | 4.32 | 41.37 | 10% |
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