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ASVRX vs DFSVX
ASVRX vs DFSVX Comparison
Open Charts ASVRX vs DFSVX
American Century Small Cap Value R
Price$10.76
Change-$0.13 (-1.19%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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ASVRX vs DFSVX Comparison Chart
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ASVRX vs. DFSVX commentary
Sep 21, 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 ASVRX is a StrongBuy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. ASVRX (5.78B). DFSVX pays higher dividends than ASVRX: DFSVX (1.44) vs ASVRX (0.47). ASVRX was incepted earlier than DFSVX: ASVRX (15 years) vs DFSVX (32 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ASVRX: DFSVX (0) vs ASVRX (2500). DFSVX (22.84) and ASVRX (22.37) have marching annual gain over last year. DFSVX return over 5 years is better than : 55.21 vs. ASVRX (47.27).
| ASVRX | DFSVX | ASVRX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 6.714 | 8.788 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.78B | 16.7B | 35% |
| Annual Yield % from dividends | 0.47 | 1.44 | 33% |
| Returns for 1 year | 22.37 | 22.84 | 98% |
| Returns for 3 years | 4.46 | 17.09 | 26% |
| Returns for 5 years | 47.27 | 55.21 | 86% |
| Returns for 10 years | 17.43 | 44.49 | 39% |
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