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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$15.85
Change+$1.34 (+9.24%)
VolumeN/A
Net Assets27.3M
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
AXVIX vs DFSVX Comparison Chart
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AXVIX vs. DFSVX commentary
Apr 11, 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: 12.7B vs. AXVIX (27.3M). DFSVX pays higher dividends than AXVIX: DFSVX (1.65) vs AXVIX (1.22). AXVIX was incepted earlier than DFSVX: AXVIX (6 years) vs DFSVX (32 years). AXVIX (1.60) is less costly to investors than DFSVX (0.31). AXVIX is a more actively managed with annual turnover of: 56.00 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 : -15.85 vs. AXVIX (-22.58). AXVIX return over 5 years is better than : 91.09 vs. DFSVX (73.80).
| AXVIX | DFSVX | AXVIX / DFSVX | |
| Total Expense Ratio | 0.51 | 0.31 | 165% |
| Annual Report Gross Expense Ratio | 1.60 | 0.31 | 516% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -21.312 | -20.700 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3M | 12.7B | 0% |
| Annual Yield % from dividends | 1.22 | 1.65 | 74% |
| Returns for 1 year | -22.58 | -15.85 | 142% |
| Returns for 3 years | -6.97 | -5.38 | 130% |
| Returns for 5 years | 91.09 | 73.80 | 123% |
| Returns for 10 years | N/A | 11.58 | - |
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