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DFSVX vs KSDVX
DFSVX vs KSDVX Comparison
Open Charts DFSVX vs KSDVX
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value A
Price$18.62
Change+$0.17 (+0.92%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSDVX Comparison Chart
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DFSVX vs. KSDVX commentary
Dec 25, 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 Hold and KSDVX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. KSDVX (286M). KSDVX pays higher dividends than DFSVX: KSDVX (1.80) vs DFSVX (1.44). DFSVX was incepted earlier than KSDVX: DFSVX (32 years) vs KSDVX (15 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. KSDVX (21.00). DFSVX has a lower initial minimum investment than KSDVX: DFSVX (0) vs KSDVX (2500). KSDVX annual gain was more profitable for investors over the last year : 12.22 vs. DFSVX (8.81). DFSVX return over 5 years is better than : 46.64 vs. KSDVX (20.72).
| DFSVX | KSDVX | DFSVX / KSDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 9.171 | 15.553 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 286M | 5,699% |
| Annual Yield % from dividends | 1.44 | 1.80 | 80% |
| Returns for 1 year | 8.81 | 12.22 | 72% |
| Returns for 3 years | 16.52 | -5.35 | -309% |
| Returns for 5 years | 46.64 | 20.72 | 225% |
| Returns for 10 years | 44.42 | 23.46 | 189% |
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