Ad is loading...
DFSVX vs KSDVX
DFSVX vs KSDVX Comparison
Open Charts DFSVX vs KSDVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value A
Price$18.41
Change-$0.21 (-1.13%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs KSDVX Comparison Chart
Loading...
DFSVX vs. KSDVX 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 KSDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. KSDVX (291M). 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 : 26.11 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. KSDVX (25.20).
| 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 | 8.788 | 14.823 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 291M | 5,739% |
| Annual Yield % from dividends | 1.44 | 1.80 | 80% |
| Returns for 1 year | 22.84 | 26.11 | 87% |
| Returns for 3 years | 17.09 | 2.04 | 838% |
| Returns for 5 years | 55.21 | 25.20 | 219% |
| Returns for 10 years | 44.49 | 26.04 | 171% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| THOIX | 39.26 | N/A | N/A |
| Thornburg Global Opportunities I | |||
| TEOOX | 8.13 | N/A | N/A |
| Transamerica Emerging Markets Eq R6 | |||
| SROIX | 12.70 | -0.05 | -0.39% |
| Calamos Antetokounmpo Sustainable Eqs I | |||
| AIVOX | 9.53 | -0.04 | -0.42% |
| American Century International Opps A | |||
| AVFIX | 26.84 | -0.29 | -1.07% |
| American Beacon Small Cp Val R5 | |||