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DCSVX vs DFFVX
DCSVX vs DFFVX Comparison
Open Charts DCSVX vs DFFVX
Dunham Small Cap Value C
Price$9.90
Change+$0.21 (+2.17%)
VolumeN/A
Net Assets96.32M
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
DCSVX vs DFFVX Comparison Chart
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DCSVX vs. DFFVX 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 DCSVX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. DCSVX (96.3M). DFFVX pays higher dividends than DCSVX: DFFVX (1.63) vs DCSVX (0.04). DCSVX was incepted earlier than DFFVX: DCSVX (20 years) vs DFFVX (25 years). DCSVX (2.35) is less costly to investors than DFFVX (0.30). DCSVX is a more actively managed with annual turnover of: 159.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than DCSVX: DFFVX (0) vs DCSVX (5000). DFFVX annual gain was more profitable for investors over the last year : -3.09 vs. DCSVX (-20.54). DFFVX return over 5 years is better than : 114.69 vs. DCSVX (12.12).
| DCSVX | DFFVX | DCSVX / DFFVX | |
| Total Expense Ratio | 2.35 | 0.29 | 810% |
| Annual Report Gross Expense Ratio | 2.35 | 0.30 | 783% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -15.149 | -11.280 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 11.7B | 1% |
| Annual Yield % from dividends | 0.04 | 1.63 | 2% |
| Returns for 1 year | -20.54 | -3.09 | 664% |
| Returns for 3 years | -27.44 | 7.89 | -348% |
| Returns for 5 years | 12.12 | 114.69 | 11% |
| Returns for 10 years | -29.38 | 39.79 | -74% |
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