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DFFVX vs OISVX
DFFVX vs OISVX Comparison
Open Charts DFFVX vs OISVX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value Instl
Price$15.40
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
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DFFVX vs OISVX Comparison Chart
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DFFVX vs. OISVX 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 OISVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. OISVX (695M). DFFVX pays higher dividends than OISVX: DFFVX (1.37) vs OISVX (1.26). DFFVX was incepted earlier than OISVX: DFFVX (25 years) vs OISVX (21 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. OISVX (17.00). DFFVX (0) and OISVX (0) have matching initial minimum investment requirements. DFFVX (22.61) and OISVX (21.77) have marching annual gain over last year. DFFVX return over 5 years is better than : 59.42 vs. OISVX (21.79).
| DFFVX | OISVX | DFFVX / OISVX | |
| 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 | 9.297 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 695M | 1,986% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 22.61 | 21.77 | 104% |
| Returns for 3 years | 20.03 | -0.85 | -2,363% |
| Returns for 5 years | 59.42 | 21.79 | 273% |
| Returns for 10 years | 55.75 | 12.71 | 439% |
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