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DFSVX vs DVLRX
DFSVX vs DVLRX Comparison
Open Charts DFSVX vs DVLRX
DFA US Small Cap Value I
Price$46.03
Change-$0.81 (-1.73%)
VolumeN/A
CapitalizationN/A
Delaware Small Cap Value R
Price$65.71
Change-$1.12 (-1.68%)
VolumeN/A
CapitalizationN/A
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DFSVX vs DVLRX Comparison Chart
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DFSVX vs. DVLRX commentary
Sep 08, 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 StrongSell and DVLRX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. DVLRX (4.45B). DFSVX pays higher dividends than DVLRX: DFSVX (1.44) vs DVLRX (1.15). DFSVX was incepted earlier than DVLRX: DFSVX (32 years) vs DVLRX (21 years). DVLRX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX (0) and DVLRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.15 vs. DVLRX (7.52). DFSVX return over 5 years is better than : 57.18 vs. DVLRX (23.96).
| DFSVX | DVLRX | DFSVX / DVLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 5.021 | 6.860 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 4.45B | 351% |
| Annual Yield % from dividends | 1.44 | 1.15 | 125% |
| Returns for 1 year | 15.15 | 7.52 | 201% |
| Returns for 3 years | 7.53 | -5.42 | -139% |
| Returns for 5 years | 57.18 | 23.96 | 239% |
| Returns for 10 years | 33.02 | 25.65 | 129% |
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