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DFSVX vs KSDIX
DFSVX vs KSDIX Comparison
Open Charts DFSVX vs KSDIX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value I
Price$19.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSDIX Comparison Chart
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DFSVX vs. KSDIX commentary
Nov 22, 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: 17.5B vs. KSDIX (300M). 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 : 29.73 vs. DFSVX (27.42). DFSVX return over 5 years is better than : 61.43 vs. KSDIX (32.58).
| 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 | 16.319 | 20.274 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 300M | 5,833% |
| Annual Yield % from dividends | 1.44 | 2.02 | 71% |
| Returns for 1 year | 27.42 | 29.73 | 92% |
| Returns for 3 years | 10.57 | -2.16 | -490% |
| Returns for 5 years | 61.43 | 32.58 | 189% |
| Returns for 10 years | 48.14 | 27.30 | 176% |
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