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DFFVX vs VSRAX
DFFVX vs VSRAX Comparison
Open Charts DFFVX vs VSRAX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$23.00
Change-$0.93 (-3.89%)
VolumeN/A
CapitalizationN/A
DFFVX vs VSRAX Comparison Chart
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DFFVX vs. VSRAX commentary
Dec 19, 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 VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. VSRAX (6.61B). DFFVX pays higher dividends than VSRAX: DFFVX (1.37) vs VSRAX (0.37). DFFVX was incepted earlier than VSRAX: DFFVX (25 years) vs VSRAX (5 years). VSRAX is a more actively managed with annual turnover of: 51.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than VSRAX: DFFVX (0) vs VSRAX (1000). DFFVX (15.38) and VSRAX (15.31) have marching annual gain over last year.
| DFFVX | VSRAX | DFFVX / VSRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 13.033 | 14.223 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 6.61B | 212% |
| Annual Yield % from dividends | 1.37 | 0.37 | 369% |
| Returns for 1 year | 15.38 | 15.31 | 100% |
| Returns for 3 years | 26.84 | 33.50 | 80% |
| Returns for 5 years | 60.26 | N/A | - |
| Returns for 10 years | 71.11 | N/A | - |
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