Ad is loading...
Ad is loading...
DFSVX vs KSMVX
DFSVX vs KSMVX Comparison
Open Charts DFSVX vs KSMVX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Keeley Small-Mid Cap Value A
Price$10.63
Change+$0.14 (+1.33%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. KSMVX 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 KSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. KSMVX (31.4M). DFSVX pays higher dividends than KSMVX: DFSVX (1.44) vs KSMVX (1.08). DFSVX was incepted earlier than KSMVX: DFSVX (32 years) vs KSMVX (17 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. KSMVX (17.00). 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 : 29.64 vs. KSMVX (23.97). DFSVX return over 5 years is better than : 64.24 vs. KSMVX (-16.49).
| DFSVX | KSMVX | DFSVX / KSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 18.345 | 20.023 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 31.4M | 56,051% |
| Annual Yield % from dividends | 1.44 | 1.08 | 133% |
| Returns for 1 year | 29.64 | 23.97 | 124% |
| Returns for 3 years | 11.71 | -22.33 | -52% |
| Returns for 5 years | 64.24 | -16.49 | -390% |
| Returns for 10 years | 50.67 | -31.29 | -162% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers