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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$19.17
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets38.82M
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
AXVNX vs DFSVX Comparison Chart
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AXVNX vs. DFSVX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. AXVNX (38.8M). 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 : 17.38 vs. AXVNX (7.16). AXVNX return over 5 years is better than : 66.91 vs. DFSVX (51.83).
| 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 | 2.623 | 2.948 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.8M | 16.7B | 0% |
| Annual Yield % from dividends | 0.52 | 1.44 | 36% |
| Returns for 1 year | 7.16 | 17.38 | 41% |
| Returns for 3 years | 14.94 | 16.94 | 88% |
| Returns for 5 years | 66.91 | 51.83 | 129% |
| Returns for 10 years | N/A | 57.77 | - |
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