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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$16.86
Change-$0.28 (-1.63%)
VolumeN/A
Net Assets30.21M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
AXVIX vs DFSVX Comparison Chart
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AXVIX vs. DFSVX commentary
Jun 15, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. AXVIX (30.2M). DFSVX pays higher dividends than AXVIX: DFSVX (1.65) vs AXVIX (1.24). AXVIX was incepted earlier than DFSVX: AXVIX (6 years) vs DFSVX (32 years). AXVIX (1.04) is less costly to investors than DFSVX (0.31). AXVIX is a more actively managed with annual turnover of: 96.00 vs. DFSVX (12.00). 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 : 1.83 vs. AXVIX (-4.93). AXVIX return over 5 years is better than : 97.82 vs. DFSVX (86.94).
| AXVIX | DFSVX | AXVIX / DFSVX | |
| Total Expense Ratio | 0.48 | 0.31 | 155% |
| Annual Report Gross Expense Ratio | 1.04 | 0.31 | 335% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -7.050 | -6.462 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 15.2B | 0% |
| Annual Yield % from dividends | 1.24 | 1.65 | 75% |
| Returns for 1 year | -4.93 | 1.83 | -269% |
| Returns for 3 years | 17.64 | 19.38 | 91% |
| Returns for 5 years | 97.82 | 86.94 | 113% |
| Returns for 10 years | N/A | 30.89 | - |
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