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DFSVX vs KSMIX
DFSVX vs KSMIX Comparison
Open Charts DFSVX vs KSMIX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Keeley Small-Mid Cap Value I
Price$10.66
Change-$0.10 (-0.93%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSMIX Comparison Chart
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DFSVX vs. KSMIX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. KSMIX (30.8M). 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 : 26.86 vs. KSMIX (22.91). DFSVX return over 5 years is better than : 56.90 vs. KSMIX (-16.60).
| 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 | 14.541 | 17.530 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 30.8M | 56,494% |
| Annual Yield % from dividends | 1.44 | 1.26 | 115% |
| Returns for 1 year | 26.86 | 22.91 | 117% |
| Returns for 3 years | 7.13 | -24.32 | -29% |
| Returns for 5 years | 56.90 | -16.60 | -343% |
| Returns for 10 years | 48.27 | -29.18 | -165% |
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