Ad is loading...
DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Invmt
Price$28.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs DTSVX Comparison Chart
Loading...
DFSVX vs. DTSVX commentary
Oct 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 DTSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. DTSVX (27.1M). DFSVX pays higher dividends than DTSVX: DFSVX (1.44) vs DTSVX (0.15). DFSVX was incepted earlier than DTSVX: DFSVX (32 years) vs DTSVX (32 years). DTSVX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DTSVX: DFSVX (0) vs DTSVX (250000). DFSVX annual gain was more profitable for investors over the last year : 25.49 vs. DTSVX (23.09). DFSVX return over 5 years is better than : 60.36 vs. DTSVX (39.91).
| DFSVX | DTSVX | DFSVX / DTSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 11.502 | 11.263 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 27.1M | 62,731% |
| Annual Yield % from dividends | 1.44 | 0.15 | 955% |
| Returns for 1 year | 25.49 | 23.09 | 110% |
| Returns for 3 years | 11.27 | 4.29 | 263% |
| Returns for 5 years | 60.36 | 39.91 | 151% |
| Returns for 10 years | 56.09 | 26.67 | 210% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers