DFSVX
Price
$48.19
Change
+$0.29 (+0.61%)
Updated
Dec 20 closing price
KSDIX
Price
$18.47
Change
+$0.16 (+0.87%)
Updated
Dec 20 closing price
Ad is loading...

DFSVX vs KSDIX

Header iconDFSVX vs KSDIX Comparison
Open Charts DFSVX vs KSDIXBanner chart's image
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value I
Price$18.47
Change+$0.16 (+0.87%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSDIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DFSVX vs. KSDIX commentary
Dec 24, 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 KSDIX is a Sell.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. KSDIX (286M). KSDIX pays higher dividends than DFSVX: KSDIX (2.02) vs DFSVX (1.44). DFSVX was incepted earlier than KSDIX: DFSVX (32 years) vs KSDIX (15 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. KSDIX (21.00). DFSVX has a lower initial minimum investment than KSDIX: DFSVX (0) vs KSDIX (1000000). KSDIX annual gain was more profitable for investors over the last year : 13.15 vs. DFSVX (9.07). DFSVX return over 5 years is better than : 46.34 vs. KSDIX (21.68).
DFSVXKSDIXDFSVX / KSDIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years15 years-
Gain YTD8.85515.82256%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B286M5,699%
Annual Yield % from dividends1.442.0271%
Returns for 1 year9.0713.1569%
Returns for 3 years18.23-2.81-649%
Returns for 5 years46.3421.68214%
Returns for 10 years45.1627.26166%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HAIL28.500.55
+1.98%
SPDR® S&P Kensho Smart Mobility ETF
EPS61.910.68
+1.11%
WisdomTree US Earnings 500 ETF
BKUI49.690.01
+0.02%
BNY Mellon Ultra Short Income ETF
SHY81.780.01
+0.01%
iShares 1-3 Year Treasury Bond ETF
NFTY56.87-0.19
-0.33%
First Trust India NIFTY 50 Equal Wtd ETF