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DFSVX
Price
$50.89
Change
-$0.39 (-0.76%)
Updated
Nov 15 closing price
FSVRX
Price
$11.45
Change
-$0.00 (-0.00%)
Updated
Nov 15 closing price
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DFSVX vs FSVRX

Header iconDFSVX vs FSVRX Comparison
Open Charts DFSVX vs FSVRXBanner chart's image
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Clifford Capital Fcs Sm Cp Val I
Price$11.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs FSVRX Comparison Chart
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VS
DFSVX vs. FSVRX commentary
Nov 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 FSVRX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. FSVRX (7.47M). FSVRX pays higher dividends than DFSVX: FSVRX (2.05) vs DFSVX (1.44). DFSVX was incepted earlier than FSVRX: DFSVX (32 years) vs FSVRX (5 years). FSVRX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FSVRX: DFSVX (0) vs FSVRX (2500). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. FSVRX (4.40).
DFSVXFSVRXDFSVX / FSVRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years5 years-
Gain YTD14.541-4.663-312%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets17.4B7.47M232,869%
Annual Yield % from dividends1.442.0570%
Returns for 1 year26.864.40610%
Returns for 3 years7.13-18.95-38%
Returns for 5 years56.90N/A-
Returns for 10 years48.27N/A-
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