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DFSVX vs KSMVX
DFSVX vs KSMVX Comparison
Open Charts DFSVX vs KSMVX
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
Keeley Small-Mid Cap Value A
Price$10.05
Change+$0.07 (+0.70%)
VolumeN/A
CapitalizationN/A
DFSVX vs KSMVX Comparison Chart
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DFSVX vs. KSMVX commentary
Dec 25, 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 Hold and KSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. KSMVX (29.2M). 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 : 9.80 vs. KSMVX (5.72). DFSVX return over 5 years is better than : 48.02 vs. KSMVX (-23.97).
| 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 | 10.165 | 14.073 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 29.2M | 55,822% |
| Annual Yield % from dividends | 1.44 | 1.08 | 133% |
| Returns for 1 year | 9.80 | 5.72 | 171% |
| Returns for 3 years | 17.58 | -24.20 | -73% |
| Returns for 5 years | 48.02 | -23.97 | -200% |
| Returns for 10 years | 45.74 | -26.67 | -171% |
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