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AVPAX vs DFSVX
AVPAX vs DFSVX Comparison
Open Charts AVPAX vs DFSVX
American Beacon Small Cp Val I
Price$23.91
Change+$0.24 (+1.01%)
VolumeN/A
Net Assets4.41B
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
AVPAX vs DFSVX Comparison Chart
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AVPAX vs. DFSVX commentary
Jan 31, 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 AVPAX is a StrongBuy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. AVPAX (4.41B). DFSVX pays higher dividends than AVPAX: DFSVX (1.44) vs AVPAX (1.14). AVPAX was incepted earlier than DFSVX: AVPAX (26 years) vs DFSVX (32 years). AVPAX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than AVPAX: DFSVX (0) vs AVPAX (2500). DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. AVPAX (7.12). DFSVX return over 5 years is better than : 64.95 vs. AVPAX (12.38).
| AVPAX | DFSVX | AVPAX / 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 | 3.462 | 4.082 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.41B | 16.9B | 26% |
| Annual Yield % from dividends | 1.14 | 1.44 | 79% |
| Returns for 1 year | 7.12 | 17.34 | 41% |
| Returns for 3 years | -6.16 | 23.52 | -26% |
| Returns for 5 years | 12.38 | 64.95 | 19% |
| Returns for 10 years | 6.37 | 57.14 | 11% |
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