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DFSVX vs KSDIX
DFSVX vs KSDIX Comparison
Open Charts DFSVX vs KSDIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value I
Price$18.43
Change-$0.21 (-1.13%)
VolumeN/A
CapitalizationN/A
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DFSVX vs KSDIX Comparison Chart
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DFSVX vs. KSDIX 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 Buy and KSDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. KSDIX (291M). 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 : 23.68 vs. DFSVX (19.84). DFSVX return over 5 years is better than : 53.86 vs. KSDIX (25.83).
| DFSVX | KSDIX | DFSVX / KSDIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 7.846 | 14.207 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 291M | 5,739% |
| Annual Yield % from dividends | 1.44 | 2.02 | 71% |
| Returns for 1 year | 19.84 | 23.68 | 84% |
| Returns for 3 years | 13.38 | -0.23 | -5,771% |
| Returns for 5 years | 53.86 | 25.83 | 209% |
| Returns for 10 years | 39.64 | 25.69 | 154% |
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