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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$18.31
Change+$0.25 (+1.38%)
VolumeN/A
Net Assets31.42M
DFA US Small Cap Value I
Price$48.35
Change+$0.80 (+1.68%)
VolumeN/A
Net Assets15.73B
AXVNX vs DFSVX Comparison Chart in %
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AXVNX vs. DFSVX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. AXVNX (31.4M). DFSVX pays higher dividends than AXVNX: DFSVX (1.67) vs AXVNX (1.01). AXVNX was incepted earlier than DFSVX: AXVNX (7 years) vs DFSVX (32 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 : 8.98 vs. AXVNX (-0.96). AXVNX (108.60) and DFSVX (104.25) 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 | 32 years | - |
| Gain YTD | -3.319 | 0.547 | -607% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 15.7B | 0% |
| Annual Yield % from dividends | 1.01 | 1.67 | 60% |
| Returns for 1 year | -0.96 | 8.98 | -11% |
| Returns for 3 years | 24.12 | 32.16 | 75% |
| Returns for 5 years | 108.60 | 104.25 | 104% |
| Returns for 10 years | N/A | 43.75 | - |
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