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DEVLX vs DFSVX
DEVLX vs DFSVX Comparison
Open Charts DEVLX vs DFSVX
Delaware Small Cap Value A
Price$72.26
Change-$0.79 (-1.08%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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DEVLX vs DFSVX Comparison Chart
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DEVLX vs. DFSVX commentary
Sep 21, 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 DEVLX is a StrongBuy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. DEVLX (4.72B). DFSVX pays higher dividends than DEVLX: DFSVX (1.44) vs DEVLX (1.25). DEVLX was incepted earlier than DFSVX: DEVLX (37 years) vs DFSVX (32 years). DEVLX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DEVLX: DFSVX (0) vs DEVLX (1000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. DEVLX (16.64). DFSVX return over 5 years is better than : 55.21 vs. DEVLX (26.03).
| DEVLX | DFSVX | DEVLX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 11.016 | 8.788 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 16.7B | 28% |
| Annual Yield % from dividends | 1.25 | 1.44 | 87% |
| Returns for 1 year | 16.64 | 22.84 | 73% |
| Returns for 3 years | 4.35 | 17.09 | 25% |
| Returns for 5 years | 26.03 | 55.21 | 47% |
| Returns for 10 years | 39.38 | 44.49 | 89% |
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