Ad is loading...
AVPAX vs DFSVX
AVPAX vs DFSVX Comparison
Open Charts AVPAX vs DFSVX
American Beacon Small Cp Val I
Price$25.23
Change-$0.27 (-1.06%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
AVPAX vs DFSVX Comparison Chart
Loading...
AVPAX 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 AVPAX is a Buy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. AVPAX (4.75B). 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 : 22.84 vs. AVPAX (15.97). DFSVX return over 5 years is better than : 55.21 vs. AVPAX (19.09).
| 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 | 7.362 | 8.788 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 16.7B | 28% |
| Annual Yield % from dividends | 1.14 | 1.44 | 79% |
| Returns for 1 year | 15.97 | 22.84 | 70% |
| Returns for 3 years | -7.40 | 17.09 | -43% |
| Returns for 5 years | 19.09 | 55.21 | 35% |
| Returns for 10 years | -0.08 | 44.49 | -0% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPLB | 24.29 | N/A | N/A |
| SPDR® Portfolio Long Term Corp Bd ETF | |||
| BSJS | 22.17 | N/A | N/A |
| Invesco BulletShares 2028 HY Corp Bd ETF | |||
| APRZ | 34.33 | -0.05 | -0.14% |
| TrueShares Structured Outcome April ETF | |||
| XCCC | 39.57 | -0.08 | -0.20% |
| BondBloxx CCC Rated USD HY Corp Bd ETF | |||
| VOE | 166.26 | -0.76 | -0.46% |
| Vanguard Mid-Cap Value ETF | |||