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DFSVX vs DNSVX
DFSVX vs DNSVX Comparison
Open Charts DFSVX vs DNSVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Dunham Small Cap Value N
Price$16.85
Change-$0.20 (-1.17%)
VolumeN/A
CapitalizationN/A
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DFSVX vs DNSVX Comparison Chart
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DFSVX vs. DNSVX 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 DFSVX is a Buy and DNSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. DNSVX (106M). DFSVX pays higher dividends than DNSVX: DFSVX (1.44) vs DNSVX (0.51). DFSVX was incepted earlier than DNSVX: DFSVX (32 years) vs DNSVX (20 years). DNSVX is a more actively managed with annual turnover of: 95.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DNSVX: DFSVX (0) vs DNSVX (100000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. DNSVX (20.30). DFSVX return over 5 years is better than : 55.21 vs. DNSVX (18.02).
| DFSVX | DNSVX | DFSVX / DNSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 8.788 | 7.462 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 106M | 15,755% |
| Annual Yield % from dividends | 1.44 | 0.51 | 282% |
| Returns for 1 year | 22.84 | 20.30 | 113% |
| Returns for 3 years | 17.09 | -2.41 | -709% |
| Returns for 5 years | 55.21 | 18.02 | 306% |
| Returns for 10 years | 44.49 | 18.27 | 244% |
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