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DASVX vs DFSVX
DASVX vs DFSVX Comparison
Open Charts DASVX vs DFSVX
Dunham Small Cap Value A
Price$12.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.32M
DFA US Small Cap Value I
Price$41.99
Change-$0.15 (-0.36%)
VolumeN/A
Net Assets14.02B
DASVX vs DFSVX Comparison Chart
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DASVX vs. DFSVX commentary
Apr 26, 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 DASVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14B vs. DASVX (98.3M). DFSVX pays higher dividends than DASVX: DFSVX (1.65) vs DASVX (0.45). DASVX was incepted earlier than DFSVX: DASVX (18 years) vs DFSVX (32 years). DASVX (1.60) is less costly to investors than DFSVX (0.31). DASVX is a more actively managed with annual turnover of: 159.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DASVX: DFSVX (0) vs DASVX (5000). DFSVX annual gain was more profitable for investors over the last year : -4.92 vs. DASVX (-15.12). DFSVX return over 5 years is better than : 100.47 vs. DASVX (27.98).
| DASVX | DFSVX | DASVX / DFSVX | |
| Total Expense Ratio | 1.60 | 0.31 | 516% |
| Annual Report Gross Expense Ratio | 1.60 | 0.31 | 516% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | -13.076 | -13.105 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 14B | 1% |
| Annual Yield % from dividends | 0.45 | 1.65 | 27% |
| Returns for 1 year | -15.12 | -4.92 | 308% |
| Returns for 3 years | -18.08 | 6.19 | -292% |
| Returns for 5 years | 27.98 | 100.47 | 28% |
| Returns for 10 years | -14.05 | 22.30 | -63% |
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