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DFSVX vs ICVPX
DFSVX vs ICVPX Comparison
Open Charts DFSVX vs ICVPX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
VY® Columbia Small Cap Value II S2
Price$15.84
Change-$0.17 (-1.06%)
VolumeN/A
CapitalizationN/A
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DFSVX vs ICVPX Comparison Chart
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DFSVX vs. ICVPX 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 ICVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. ICVPX (139M). DFSVX pays higher dividends than ICVPX: DFSVX (1.44) vs ICVPX (0.40). DFSVX was incepted earlier than ICVPX: DFSVX (32 years) vs ICVPX (16 years). ICVPX is a more actively managed with annual turnover of: 73.00 vs. DFSVX (25.00). DFSVX (0) and ICVPX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. ICVPX (13.95). DFSVX return over 5 years is better than : 55.21 vs. ICVPX (16.02).
| DFSVX | ICVPX | DFSVX / ICVPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 8.788 | 1.079 | 815% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 139M | 12,014% |
| Annual Yield % from dividends | 1.44 | 0.40 | 357% |
| Returns for 1 year | 22.84 | 13.95 | 164% |
| Returns for 3 years | 17.09 | -12.45 | -137% |
| Returns for 5 years | 55.21 | 16.02 | 345% |
| Returns for 10 years | 44.49 | 7.93 | 561% |
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