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AVPAX vs DFSVX
AVPAX vs DFSVX Comparison
Open Charts AVPAX vs DFSVX
American Beacon Small Cp Val I
Price$26.31
Change-$0.24 (-0.90%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
AVPAX vs DFSVX Comparison Chart
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AVPAX vs. DFSVX commentary
Nov 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 AVPAX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. AVPAX (4.82B). 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 : 26.86 vs. AVPAX (21.76). DFSVX return over 5 years is better than : 56.90 vs. AVPAX (18.86).
| 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 | 11.957 | 14.541 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 17.4B | 28% |
| Annual Yield % from dividends | 1.14 | 1.44 | 79% |
| Returns for 1 year | 21.76 | 26.86 | 81% |
| Returns for 3 years | -15.24 | 7.13 | -214% |
| Returns for 5 years | 18.86 | 56.90 | 33% |
| Returns for 10 years | 0.76 | 48.27 | 2% |
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