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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$19.16
Change+$0.27 (+1.43%)
VolumeN/A
Net Assets33.51M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
AXVIX vs DFSVX Comparison Chart in %
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AXVIX vs. DFSVX commentary
Sep 06, 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: 16.8B vs. AXVIX (33.5M). DFSVX pays higher dividends than AXVIX: DFSVX (1.52) vs AXVIX (1.09). AXVIX was incepted earlier than DFSVX: AXVIX (7 years) vs DFSVX (33 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 : 11.40 vs. AXVIX (2.40). AXVIX return over 5 years is better than : 100.35 vs. DFSVX (94.21).
| AXVIX | DFSVX | AXVIX / DFSVX | |
| Total Expense Ratio | 0.48 | 0.31 | 155% |
| Annual Report Gross Expense Ratio | 1.04 | 0.31 | 335% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 3.905 | 6.765 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.5M | 16.8B | 0% |
| Annual Yield % from dividends | 1.09 | 1.52 | 72% |
| Returns for 1 year | 2.40 | 11.40 | 21% |
| Returns for 3 years | 30.29 | 35.36 | 86% |
| Returns for 5 years | 100.35 | 94.21 | 107% |
| Returns for 10 years | N/A | 64.86 | - |
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