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DFSVX vs DRISX
DFSVX vs DRISX Comparison
Open Charts DFSVX vs DRISX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
Foundry Partners Sm Cp Val Instl
Price$23.08
Change-$0.28 (-1.20%)
VolumeN/A
CapitalizationN/A
DFSVX vs DRISX Comparison Chart
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DFSVX vs. DRISX commentary
Dec 18, 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 DRISX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. DRISX (299M). DFSVX pays higher dividends than DRISX: DFSVX (1.44) vs DRISX (1.12). DFSVX was incepted earlier than DRISX: DFSVX (32 years) vs DRISX (17 years). DRISX is a more actively managed with annual turnover of: 115.98 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DRISX: DFSVX (0) vs DRISX (100000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. DRISX (0.51). DFSVX return over 5 years is better than : 52.30 vs. DRISX (10.30).
| DFSVX | DRISX | DFSVX / DRISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 13.283 | 7.649 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 299M | 5,753% |
| Annual Yield % from dividends | 1.44 | 1.12 | 129% |
| Returns for 1 year | 15.68 | 0.51 | 3,053% |
| Returns for 3 years | 24.57 | -8.79 | -280% |
| Returns for 5 years | 52.30 | 10.30 | 508% |
| Returns for 10 years | 52.91 | 5.48 | 965% |
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