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DFSVX vs KSMIX
DFSVX vs KSMIX Comparison
Open Charts DFSVX vs KSMIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Keeley Small-Mid Cap Value I
Price$10.34
Change-$0.11 (-1.05%)
VolumeN/A
CapitalizationN/A
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DFSVX vs KSMIX Comparison Chart
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DFSVX vs. KSMIX 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 Buy and KSMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. KSMIX (30.6M). 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 : 19.84 vs. KSMIX (17.73). DFSVX return over 5 years is better than : 53.86 vs. KSMIX (-15.92).
| 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 | 7.846 | 13.341 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 30.6M | 54,575% |
| Annual Yield % from dividends | 1.44 | 1.26 | 115% |
| Returns for 1 year | 19.84 | 17.73 | 112% |
| Returns for 3 years | 13.38 | -20.98 | -64% |
| Returns for 5 years | 53.86 | -15.92 | -338% |
| Returns for 10 years | 39.64 | -32.21 | -123% |
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