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DFFVX vs OCSVX
DFFVX vs OCSVX Comparison
Open Charts DFFVX vs OCSVX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value C
Price$11.89
Change-$0.11 (-0.92%)
VolumeN/A
CapitalizationN/A
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DFFVX vs OCSVX Comparison Chart
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DFFVX vs. OCSVX 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 OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. OCSVX (695M). DFFVX pays higher dividends than OCSVX: DFFVX (1.37) vs OCSVX (0.00). DFFVX was incepted earlier than OCSVX: DFFVX (25 years) vs OCSVX (21 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. OCSVX (17.00). DFFVX has a lower initial minimum investment than OCSVX: DFFVX (0) vs OCSVX (1000). DFFVX annual gain was more profitable for investors over the last year : 22.61 vs. OCSVX (20.59). DFFVX return over 5 years is better than : 59.42 vs. OCSVX (10.61).
| DFFVX | OCSVX | DFFVX / OCSVX | |
| 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 | 8.584 | 88% |
| 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 | 0.00 | - |
| Returns for 1 year | 22.61 | 20.59 | 110% |
| Returns for 3 years | 20.03 | -7.01 | -286% |
| Returns for 5 years | 59.42 | 10.61 | 560% |
| Returns for 10 years | 55.75 | -6.29 | -886% |
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