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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$18.17
Change-$0.45 (-2.42%)
VolumeN/A
Net Assets37.21M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
AXVIX vs DFSVX Comparison Chart
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AXVIX vs. DFSVX commentary
Feb 23, 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 AXVIX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. AXVIX (37.2M). 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 : 9.32 vs. AXVIX (1.06). AXVIX return over 5 years is better than : 66.08 vs. DFSVX (52.23).
| 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 | -1.464 | -1.546 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 15.9B | 0% |
| Annual Yield % from dividends | 0.96 | 1.44 | 67% |
| Returns for 1 year | 1.06 | 9.32 | 11% |
| Returns for 3 years | 16.14 | 17.14 | 94% |
| Returns for 5 years | 66.08 | 52.23 | 127% |
| Returns for 10 years | N/A | 41.91 | - |
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