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DFFVX vs OASVX
DFFVX vs OASVX Comparison
Open Charts DFFVX vs OASVX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value A
Price$14.18
Change-$0.14 (-0.98%)
VolumeN/A
CapitalizationN/A
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DFFVX vs OASVX Comparison Chart
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DFFVX vs. OASVX 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 DFFVX is a Buy and OASVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. OASVX (695M). DFFVX (1.37) and OASVX (1.36) have matching dividends . DFFVX was incepted earlier than OASVX: DFFVX (25 years) vs OASVX (21 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. OASVX (17.00). DFFVX has a lower initial minimum investment than OASVX: DFFVX (0) vs OASVX (1000). DFFVX annual gain was more profitable for investors over the last year : 22.61 vs. OASVX (21.43). DFFVX return over 5 years is better than : 59.42 vs. OASVX (18.75).
| DFFVX | OASVX | DFFVX / OASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 7.514 | 9.077 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 695M | 1,986% |
| Annual Yield % from dividends | 1.37 | 1.36 | 101% |
| Returns for 1 year | 22.61 | 21.43 | 106% |
| Returns for 3 years | 20.03 | -2.50 | -802% |
| Returns for 5 years | 59.42 | 18.75 | 317% |
| Returns for 10 years | 55.75 | 7.31 | 763% |
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