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DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$13.69
Change-$0.09 (-0.65%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
DCSVX vs DFSVX Comparison Chart
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DCSVX vs. DFSVX commentary
Nov 18, 2024
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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. DCSVX (103M). DFSVX pays higher dividends than DCSVX: DFSVX (1.44) vs DCSVX (0.00). DCSVX was incepted earlier than DFSVX: DCSVX (20 years) vs DFSVX (32 years). DCSVX is a more actively managed with annual turnover of: 95.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DCSVX: DFSVX (0) vs DCSVX (5000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. DCSVX (20.30). DFSVX return over 5 years is better than : 56.90 vs. DCSVX (8.49).
| DCSVX | DFSVX | DCSVX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 9.696 | 14.541 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 17.4B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 20.30 | 26.86 | 76% |
| Returns for 3 years | -17.73 | 7.13 | -249% |
| Returns for 5 years | 8.49 | 56.90 | 15% |
| Returns for 10 years | -4.17 | 48.27 | -9% |
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