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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$19.37
Change+$0.27 (+1.41%)
VolumeN/A
Net Assets33.51M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
AXVNX vs DFSVX Comparison Chart in %
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AXVNX 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 AXVNX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. AXVNX (33.5M). DFSVX pays higher dividends than AXVNX: DFSVX (1.52) vs AXVNX (0.93). AXVNX was incepted earlier than DFSVX: AXVNX (7 years) vs DFSVX (33 years). AXVNX (1.27) is less costly to investors than DFSVX (0.31). AXVNX is a more actively managed with annual turnover of: 96.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AXVNX: DFSVX (0) vs AXVNX (5000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. AXVNX (2.17). AXVNX (98.87) and DFSVX (94.21) have equivalent 5 years return.
| AXVNX | DFSVX | AXVNX / DFSVX | |
| Total Expense Ratio | 0.73 | 0.31 | 235% |
| Annual Report Gross Expense Ratio | 1.27 | 0.31 | 410% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 3.694 | 6.765 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.5M | 16.8B | 0% |
| Annual Yield % from dividends | 0.93 | 1.52 | 61% |
| Returns for 1 year | 2.17 | 11.40 | 19% |
| Returns for 3 years | 29.47 | 35.36 | 83% |
| Returns for 5 years | 98.87 | 94.21 | 105% |
| Returns for 10 years | N/A | 64.86 | - |
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