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AVFIX vs DFSVX
AVFIX vs DFSVX Comparison
Open Charts AVFIX vs DFSVX
American Beacon Small Cp Val R5
Price$27.86
Change-$0.42 (-1.49%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
AVFIX vs DFSVX Comparison Chart
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AVFIX vs. DFSVX commentary
Dec 18, 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 AVFIX is a Sell and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. AVFIX (4.67B). DFSVX (1.44) and AVFIX (1.41) have matching dividends . AVFIX was incepted earlier than DFSVX: AVFIX (26 years) vs DFSVX (32 years). AVFIX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than AVFIX: DFSVX (0) vs AVFIX (250000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. AVFIX (10.59). DFSVX return over 5 years is better than : 52.30 vs. AVFIX (17.45).
| AVFIX | DFSVX | AVFIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 11.708 | 13.283 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 17.2B | 27% |
| Annual Yield % from dividends | 1.41 | 1.44 | 98% |
| Returns for 1 year | 10.59 | 15.68 | 68% |
| Returns for 3 years | -7.53 | 24.57 | -31% |
| Returns for 5 years | 17.45 | 52.30 | 33% |
| Returns for 10 years | 4.10 | 52.91 | 8% |
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