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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Delaware Small Cap Value Instl
Price$72.37
Change-$1.10 (-1.50%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
DEVIX vs DFSVX Comparison Chart
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DEVIX vs. DFSVX commentary
Dec 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 Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. DEVIX (4.18B). DFSVX pays higher dividends than DEVIX: DFSVX (1.44) vs DEVIX (1.22). DEVIX was incepted earlier than DFSVX: DEVIX (32 years) vs DFSVX (32 years). DEVIX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DEVIX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. DEVIX (5.97). DFSVX return over 5 years is better than : 52.30 vs. DEVIX (15.39).
| DEVIX | DFSVX | DEVIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 4.622 | 13.283 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 17.2B | 24% |
| Annual Yield % from dividends | 1.22 | 1.44 | 85% |
| Returns for 1 year | 5.97 | 15.68 | 38% |
| Returns for 3 years | -4.45 | 24.57 | -18% |
| Returns for 5 years | 15.39 | 52.30 | 29% |
| Returns for 10 years | 34.38 | 52.91 | 65% |
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