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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$17.13
Change+$0.22 (+1.30%)
VolumeN/A
Net Assets29.51M
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
AXVNX vs DFSVX Comparison Chart
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AXVNX vs. DFSVX commentary
Jun 07, 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: 14.8B vs. AXVNX (29.5M). DFSVX pays higher dividends than AXVNX: DFSVX (1.65) vs AXVNX (1.05). AXVNX was incepted earlier than DFSVX: AXVNX (6 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 : 0.94 vs. AXVNX (-9.24). AXVNX (71.73) and DFSVX (68.62) 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 | 6 years | 32 years | - |
| Gain YTD | -9.475 | -6.110 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5M | 14.8B | 0% |
| Annual Yield % from dividends | 1.05 | 1.65 | 64% |
| Returns for 1 year | -9.24 | 0.94 | -986% |
| Returns for 3 years | 2.71 | 7.43 | 36% |
| Returns for 5 years | 71.73 | 68.62 | 105% |
| Returns for 10 years | N/A | 33.33 | - |
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