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ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$65.88
Change+$1.30 (+2.01%)
VolumeN/A
Net Assets2.29B
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
ARAIX vs DFSVX Comparison Chart
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ARAIX vs. DFSVX commentary
May 09, 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: 14.2B vs. ARAIX (2.29B). DFSVX pays higher dividends than ARAIX: DFSVX (1.75) vs ARAIX (0.50). ARAIX was incepted earlier than DFSVX: ARAIX (13 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 annual gain was more profitable for investors over the last year : -3.50 vs. ARAIX (-5.41). DFSVX return over 5 years is better than : 92.33 vs. ARAIX (39.14).
| ARAIX | DFSVX | ARAIX / DFSVX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -8.993 | -9.256 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 14.2B | 16% |
| Annual Yield % from dividends | 0.50 | 1.75 | 28% |
| Returns for 1 year | -5.41 | -3.50 | 155% |
| Returns for 3 years | -7.42 | 13.02 | -57% |
| Returns for 5 years | 39.14 | 92.33 | 42% |
| Returns for 10 years | -7.01 | 28.50 | -25% |
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