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DFSVX vs KSDVX
DFSVX vs KSDVX Comparison
Open Charts DFSVX vs KSDVX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Keeley Small Cap Dividend Value A
Price$19.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSDVX Comparison Chart
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DFSVX vs. KSDVX commentary
Nov 23, 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 KSDVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. KSDVX (305M). 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 : 31.88 vs. DFSVX (29.64). DFSVX return over 5 years is better than : 64.24 vs. KSDVX (33.39).
| 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 | 18.345 | 22.254 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 305M | 5,770% |
| Annual Yield % from dividends | 1.44 | 1.80 | 80% |
| Returns for 1 year | 29.64 | 31.88 | 93% |
| Returns for 3 years | 11.71 | -1.63 | -719% |
| Returns for 5 years | 64.24 | 33.39 | 192% |
| Returns for 10 years | 50.67 | 26.77 | 189% |
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