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DFFVX vs KSDVX
DFFVX vs KSDVX Comparison
Open Charts DFFVX vs KSDVX
DFA US Targeted Value I
Price$34.60
Change+$0.31 (+0.90%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value A
Price$18.62
Change+$0.17 (+0.92%)
VolumeN/A
CapitalizationN/A
DFFVX vs KSDVX Comparison Chart
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DFFVX vs. KSDVX commentary
Dec 25, 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 DFFVX is a Hold and KSDVX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. KSDVX (286M). KSDVX pays higher dividends than DFFVX: KSDVX (1.80) vs DFFVX (1.37). DFFVX was incepted earlier than KSDVX: DFFVX (25 years) vs KSDVX (15 years). KSDVX (21.00) and DFFVX (20.00) have comparable annual turnover. DFFVX has a lower initial minimum investment than KSDVX: DFFVX (0) vs KSDVX (2500). KSDVX annual gain was more profitable for investors over the last year : 12.22 vs. DFFVX (8.75). DFFVX return over 5 years is better than : 54.40 vs. KSDVX (20.72).
| DFFVX | KSDVX | DFFVX / KSDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 9.088 | 15.553 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 286M | 4,720% |
| Annual Yield % from dividends | 1.37 | 1.80 | 77% |
| Returns for 1 year | 8.75 | 12.22 | 72% |
| Returns for 3 years | 18.99 | -5.35 | -355% |
| Returns for 5 years | 54.40 | 20.72 | 263% |
| Returns for 10 years | 62.47 | 23.46 | 266% |
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