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DFSVX vs KSMVX
DFSVX vs KSMVX Comparison
Open Charts DFSVX vs KSMVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.21B
Keeley Gabelli SMID Cap Value A
Price$9.43
Change-$0.07 (-0.74%)
VolumeN/A
Net Assets27.03M
DFSVX vs KSMVX Comparison Chart in %
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DFSVX vs. KSMVX commentary
Aug 16, 2025
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 KSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. KSMVX (27M). DFSVX pays higher dividends than KSMVX: DFSVX (1.64) vs KSMVX (0.82). DFSVX was incepted earlier than KSMVX: DFSVX (32 years) vs KSMVX (18 years). KSMVX (1.92) is less costly to investors than DFSVX (0.31). KSMVX is a more actively managed with annual turnover of: 26.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than KSMVX: DFSVX (0) vs KSMVX (2500). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. KSMVX (1.92). DFSVX return over 5 years is better than : 80.15 vs. KSMVX (5.47).
| DFSVX | KSMVX | DFSVX / KSMVX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.92 | 16% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 1.483 | 8.447 | 18% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 27M | 60,000% |
| Annual Yield % from dividends | 1.64 | 0.82 | 200% |
| Returns for 1 year | 5.62 | 1.92 | 293% |
| Returns for 3 years | 16.09 | -1.15 | -1,403% |
| Returns for 5 years | 80.15 | 5.47 | 1,466% |
| Returns for 10 years | 50.63 | -28.24 | -179% |
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