ARAIX
Price
$72.43
Change
+$1.10 (+1.54%)
Updated
Jul 1 closing price
Net Assets
2.38B
DFSVX
Price
$47.55
Change
+$1.13 (+2.43%)
Updated
Jul 1 closing price
Net Assets
15.36B
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ARAIX vs DFSVX

Header iconARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVXBanner chart's image
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.

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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).
ARAIXDFSVXARAIX / DFSVX
Total Expense Ratio0.690.31223%
Annual Report Gross Expense Ratio0.690.31223%
Fund Existence14 years32 years-
Gain YTD0.055-1.117-5%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.38B15.4B15%
Annual Yield % from dividends0.441.6726%
Returns for 1 year7.297.6196%
Returns for 3 years11.2729.9738%
Returns for 5 years43.50100.8743%
Returns for 10 years4.3241.3710%
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