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ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$59.92
Change+$0.55 (+0.93%)
VolumeN/A
Net Assets2.14B
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
ARAIX vs DFSVX Comparison Chart
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ARAIX vs. DFSVX commentary
Apr 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 ARAIX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. ARAIX (2.14B). DFSVX pays higher dividends than ARAIX: DFSVX (1.65) vs ARAIX (0.47). 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 : -5.30 vs. ARAIX (-9.11). DFSVX return over 5 years is better than : 92.30 vs. ARAIX (34.47).
| 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 | -17.226 | -16.002 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 13.3B | 16% |
| Annual Yield % from dividends | 0.47 | 1.65 | 28% |
| Returns for 1 year | -9.11 | -5.30 | 172% |
| Returns for 3 years | -20.77 | -1.94 | 1,069% |
| Returns for 5 years | 34.47 | 92.30 | 37% |
| Returns for 10 years | -16.64 | 18.26 | -91% |
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