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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$16.10
Change+$0.33 (+2.09%)
VolumeN/A
Net Assets28.51M
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
AXVNX vs DFSVX Comparison Chart
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AXVNX vs. DFSVX commentary
Apr 25, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. AXVNX (28.5M). 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 : -5.06 vs. AXVNX (-14.27). AXVNX return over 5 years is better than : 115.67 vs. DFSVX (101.19).
| AXVNX | DFSVX | AXVNX / DFSVX | |
| Total Expense Ratio | 0.76 | 0.31 | 245% |
| Annual Report Gross Expense Ratio | 1.88 | 0.31 | 606% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -15.578 | -12.795 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.5M | 13.9B | 0% |
| Annual Yield % from dividends | 1.04 | 1.65 | 63% |
| Returns for 1 year | -14.27 | -5.06 | 282% |
| Returns for 3 years | -0.80 | 3.93 | -20% |
| Returns for 5 years | 115.67 | 101.19 | 114% |
| Returns for 10 years | N/A | 23.87 | - |
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