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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$19.06
Change-$0.26 (-1.35%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
AXVIX vs DFSVX Comparison Chart
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AXVIX vs. DFSVX commentary
Dec 19, 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 AXVIX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. AXVIX (39.9M). DFSVX pays higher dividends than AXVIX: DFSVX (1.44) vs AXVIX (0.96). AXVIX was incepted earlier than DFSVX: AXVIX (6 years) vs DFSVX (32 years). AXVIX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than AXVIX: DFSVX (0) vs AXVIX (20000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. AXVIX (5.84). AXVIX return over 5 years is better than : 69.04 vs. DFSVX (52.30).
| AXVIX | DFSVX | AXVIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 3.394 | 13.283 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 17.2B | 0% |
| Annual Yield % from dividends | 0.96 | 1.44 | 67% |
| Returns for 1 year | 5.84 | 15.68 | 37% |
| Returns for 3 years | 22.28 | 24.57 | 91% |
| Returns for 5 years | 69.04 | 52.30 | 132% |
| Returns for 10 years | N/A | 52.91 | - |
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