DFSVX
Price
$51.85
Change
-$0.68 (-1.29%)
Updated
Nov 12 closing price
FSVVX
Price
$11.47
Change
-$0.00 (-0.00%)
Updated
Nov 12 closing price
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DFSVX vs FSVVX

Header iconDFSVX vs FSVVX Comparison
Open Charts DFSVX vs FSVVXBanner chart's image
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
Clifford Capital Fcs Sm Cp Val Instl
Price$11.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs FSVVX Comparison Chart
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DFSVX vs. FSVVX commentary
Nov 13, 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 FSVVX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. FSVVX (7.47M). FSVVX pays higher dividends than DFSVX: FSVVX (2.83) vs DFSVX (1.44). DFSVX was incepted earlier than FSVVX: DFSVX (32 years) vs FSVVX (5 years). FSVVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FSVVX: DFSVX (0) vs FSVVX (100000). DFSVX annual gain was more profitable for investors over the last year : 35.43 vs. FSVVX (7.13). DFSVX return over 5 years is better than : 62.53 vs. FSVVX (15.30).
DFSVXFSVVXDFSVX / FSVVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years5 years-
Gain YTD18.232-4.496-405%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets18B7.47M240,899%
Annual Yield % from dividends1.442.8351%
Returns for 1 year35.437.13497%
Returns for 3 years10.58-18.86-56%
Returns for 5 years62.5315.30409%
Returns for 10 years52.58N/A-
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