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DFSVX vs ICSCX
DFSVX vs ICSCX Comparison
Open Charts DFSVX vs ICSCX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value I
Price$31.07
Change-$0.42 (-1.33%)
VolumeN/A
CapitalizationN/A
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DFSVX vs ICSCX Comparison Chart
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DFSVX vs. ICSCX commentary
Sep 21, 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 StrongBuy and ICSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. ICSCX (1.35B). DFSVX pays higher dividends than ICSCX: DFSVX (1.44) vs ICSCX (0.79). DFSVX was incepted earlier than ICSCX: DFSVX (32 years) vs ICSCX (35 years). ICSCX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ICSCX: DFSVX (0) vs ICSCX (500000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. ICSCX (13.24). DFSVX return over 5 years is better than : 55.21 vs. ICSCX (12.11).
| DFSVX | ICSCX | DFSVX / ICSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 35 years | - |
| Gain YTD | 8.788 | 4.472 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.35B | 1,238% |
| Annual Yield % from dividends | 1.44 | 0.79 | 182% |
| Returns for 1 year | 22.84 | 13.24 | 172% |
| Returns for 3 years | 17.09 | -0.63 | -2,717% |
| Returns for 5 years | 55.21 | 12.11 | 456% |
| Returns for 10 years | 44.49 | -3.49 | -1,274% |
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