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ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$71.75
Change-$7.24 (-9.17%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
ARAIX vs DFSVX Comparison Chart
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ARAIX vs. DFSVX commentary
Dec 19, 2024
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: 16.9B vs. ARAIX (2.83B). DFSVX pays higher dividends than ARAIX: DFSVX (1.44) vs ARAIX (0.65). ARAIX was incepted earlier than DFSVX: ARAIX (13 years) vs DFSVX (32 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. ARAIX (20.00). DFSVX has a lower initial minimum investment than ARAIX: DFSVX (0) vs ARAIX (1000000). ARAIX annual gain was more profitable for investors over the last year : 16.90 vs. DFSVX (15.68). DFSVX return over 5 years is better than : 52.30 vs. ARAIX (25.59).
| ARAIX | DFSVX | ARAIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 15.584 | 13.283 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 16.9B | 17% |
| Annual Yield % from dividends | 0.65 | 1.44 | 45% |
| Returns for 1 year | 16.90 | 15.68 | 108% |
| Returns for 3 years | -0.42 | 24.57 | -2% |
| Returns for 5 years | 25.59 | 52.30 | 49% |
| Returns for 10 years | 17.61 | 52.91 | 33% |
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