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DEVIX
Price
$81.71
Change
-$0.53 (-0.64%)
Updated
Nov 15 closing price
DFFVX
Price
$35.81
Change
-$0.30 (-0.83%)
Updated
Nov 15 closing price
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DEVIX vs DFFVX

Header iconDEVIX vs DFFVX Comparison
Open Charts DEVIX vs DFFVXBanner chart's image
Delaware Small Cap Value Instl
Price$81.71
Change-$0.53 (-0.64%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
DEVIX vs DFFVX Comparison Chart
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DEVIX vs. DFFVX 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 DEVIX is a Buy and DFFVX is a Buy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. DEVIX (4.73B). DFFVX pays higher dividends than DEVIX: DFFVX (1.37) vs DEVIX (1.22). DEVIX was incepted earlier than DFFVX: DEVIX (32 years) vs DFFVX (25 years). DEVIX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (20.00). DEVIX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 27.76 vs. DEVIX (22.71). DFFVX return over 5 years is better than : 61.92 vs. DEVIX (28.91).
DEVIXDFFVXDEVIX / DFFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years25 years-
Gain YTD16.77913.547124%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets4.73B14.1B34%
Annual Yield % from dividends1.221.3789%
Returns for 1 year22.7127.7682%
Returns for 3 years-3.4510.22-34%
Returns for 5 years28.9161.9247%
Returns for 10 years49.6662.5179%
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