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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$18.92
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets39M
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
AXVIX vs DFSVX Comparison Chart
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AXVIX vs. DFSVX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. AXVIX (39M). 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 : 17.38 vs. AXVIX (7.30). AXVIX return over 5 years is better than : 67.80 vs. DFSVX (51.83).
| 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 | 2.603 | 2.948 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39M | 16.8B | 0% |
| Annual Yield % from dividends | 0.96 | 1.44 | 67% |
| Returns for 1 year | 7.30 | 17.38 | 42% |
| Returns for 3 years | 15.29 | 16.94 | 90% |
| Returns for 5 years | 67.80 | 51.83 | 131% |
| Returns for 10 years | N/A | 57.77 | - |
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