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DFSVX vs KSMIX
DFSVX vs KSMIX Comparison
Open Charts DFSVX vs KSMIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Keeley Small-Mid Cap Value I
Price$10.35
Change-$0.41 (-3.81%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSMIX Comparison Chart
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DFSVX vs. KSMIX commentary
Dec 19, 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 KSMIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. KSMIX (30.3M). DFSVX pays higher dividends than KSMIX: DFSVX (1.44) vs KSMIX (1.26). DFSVX was incepted earlier than KSMIX: DFSVX (32 years) vs KSMIX (17 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. KSMIX (17.00). DFSVX has a lower initial minimum investment than KSMIX: DFSVX (0) vs KSMIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. KSMIX (11.96). DFSVX return over 5 years is better than : 52.30 vs. KSMIX (-18.74).
| DFSVX | KSMIX | DFSVX / KSMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 13.283 | 18.633 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 30.3M | 55,776% |
| Annual Yield % from dividends | 1.44 | 1.26 | 115% |
| Returns for 1 year | 15.68 | 11.96 | 131% |
| Returns for 3 years | 24.57 | -18.32 | -134% |
| Returns for 5 years | 52.30 | -18.74 | -279% |
| Returns for 10 years | 52.91 | -19.61 | -270% |
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