AXVNX
Price
$17.36
Change
+$0.27 (+1.58%)
Updated
Apr 2 closing price
Net Assets
32.57M
DFSVX
Price
$45.14
Change
+$0.65 (+1.46%)
Updated
Apr 2 closing price
Net Assets
14.79B
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AXVNX vs DFSVX

Header iconAXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVXBanner chart's image
Acclivity Small Cap Value N
Price$17.36
Change+$0.27 (+1.58%)
VolumeN/A
Net Assets32.57M
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.79B
AXVNX vs DFSVX Comparison Chart
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AXVNX vs. DFSVX commentary
Apr 03, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. AXVNX (32.6M). DFSVX pays higher dividends than AXVNX: DFSVX (1.65) vs AXVNX (1.04). AXVNX was incepted earlier than DFSVX: AXVNX (6 years) vs DFSVX (32 years). AXVNX (1.88) is less costly to investors than DFSVX (0.31). AXVNX is a more actively managed with annual turnover of: 56.00 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 : -0.14 vs. AXVNX (-9.43). AXVNX return over 5 years is better than : 170.51 vs. DFSVX (148.44).
AXVNXDFSVXAXVNX / DFSVX
Total Expense Ratio0.760.31245%
Annual Report Gross Expense Ratio1.880.31606%
Fund Existence6 years32 years-
Gain YTD-8.512-6.586129%
Front LoadN/AN/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.6M14.8B0%
Annual Yield % from dividends1.041.6563%
Returns for 1 year-9.43-0.146,610%
Returns for 3 years4.427.3560%
Returns for 5 years170.51148.44115%
Returns for 10 yearsN/A32.10-
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