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DAABX vs DFSVX
DAABX vs DFSVX Comparison
Open Charts DAABX vs DFSVX
DFA US Sustainability Targeted Val Instl
Price$18.56
Change+$0.29 (+1.59%)
VolumeN/A
Net Assets444.78M
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.99B
DAABX vs DFSVX Comparison Chart
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DAABX vs. DFSVX commentary
Apr 04, 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 DAABX is a StrongBuy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. DAABX (445M). DFSVX pays higher dividends than DAABX: DFSVX (1.65) vs DAABX (1.30). DAABX was incepted earlier than DFSVX: DAABX (5 years) vs DFSVX (32 years). DAABX (0.34) is less costly to investors than DFSVX (0.31). DAABX is a more actively managed with annual turnover of: 26.00 vs. DFSVX (12.00). DAABX (0) and DFSVX (0) have matching initial minimum investment requirements. DAABX annual gain was more profitable for investors over the last year : 2.02 vs. DFSVX (-0.14).
| DAABX | DFSVX | DAABX / DFSVX | |
| Total Expense Ratio | 0.34 | 0.31 | 110% |
| Annual Report Gross Expense Ratio | 0.34 | 0.31 | 110% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | -5.451 | -6.586 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 15B | 3% |
| Annual Yield % from dividends | 1.30 | 1.65 | 79% |
| Returns for 1 year | 2.02 | -0.14 | -1,414% |
| Returns for 3 years | 10.46 | 7.35 | 142% |
| Returns for 5 years | N/A | 148.44 | - |
| Returns for 10 years | N/A | 32.10 | - |
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