Interact to see
Advertisement
Advertisement
AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$16.50
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets29.35M
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.59B
AXVIX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AXVIX vs. DFSVX commentary
May 24, 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: 14.6B vs. AXVIX (29.4M). DFSVX pays higher dividends than AXVIX: DFSVX (1.75) vs AXVIX (1.29). 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 : -2.53 vs. AXVIX (-9.76). AXVIX return over 5 years is better than : 106.64 vs. DFSVX (94.42).
| 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 | -9.978 | -8.842 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 14.6B | 0% |
| Annual Yield % from dividends | 1.29 | 1.75 | 74% |
| Returns for 1 year | -9.76 | -2.53 | 385% |
| Returns for 3 years | 10.98 | 13.36 | 82% |
| Returns for 5 years | 106.64 | 94.42 | 113% |
| Returns for 10 years | N/A | 29.96 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers