Interact to see
Advertisement
Advertisement
DAABX vs DFSVX
DAABX vs DFSVX Comparison
Open Charts DAABX vs DFSVX
DFA US Sustainability Targeted Val Instl
Price$18.65
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets466.76M
DFA US Small Cap Value I
Price$45.44
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets14.99B
DAABX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DAABX vs. DFSVX commentary
Jun 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. DAABX (467M). DFSVX pays higher dividends than DAABX: DFSVX (1.65) vs DAABX (1.29). DAABX was incepted earlier than DFSVX: DAABX (5 years) vs DFSVX (32 years). DAABX (0.35) is less costly to investors than DFSVX (0.31). DAABX is a more actively managed with annual turnover of: 16.00 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 : 5.37 vs. DFSVX (2.71).
| DAABX | DFSVX | DAABX / DFSVX | |
| Total Expense Ratio | 0.34 | 0.31 | 110% |
| Annual Report Gross Expense Ratio | 0.35 | 0.31 | 113% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | -4.992 | -5.966 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 15B | 3% |
| Annual Yield % from dividends | 1.29 | 1.65 | 78% |
| Returns for 1 year | 5.37 | 2.71 | 198% |
| Returns for 3 years | 28.03 | 23.73 | 118% |
| Returns for 5 years | N/A | 87.42 | - |
| Returns for 10 years | N/A | 29.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers