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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$18.58
Change-$0.73 (-3.78%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
AXVNX vs DFSVX Comparison Chart
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AXVNX vs. DFSVX commentary
Dec 19, 2024
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 Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. AXVNX (39.4M). DFSVX pays higher dividends than AXVNX: DFSVX (1.44) vs AXVNX (0.52). AXVNX was incepted earlier than DFSVX: AXVNX (6 years) vs DFSVX (32 years). AXVNX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (25.00). 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 : 15.68 vs. AXVNX (5.60). AXVNX return over 5 years is better than : 68.13 vs. DFSVX (52.30).
| AXVNX | DFSVX | AXVNX / 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 | 3.199 | 13.283 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4M | 16.9B | 0% |
| Annual Yield % from dividends | 0.52 | 1.44 | 36% |
| Returns for 1 year | 5.60 | 15.68 | 36% |
| Returns for 3 years | 21.84 | 24.57 | 89% |
| Returns for 5 years | 68.13 | 52.30 | 130% |
| Returns for 10 years | N/A | 52.91 | - |
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