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DFSVX vs KSMVX
DFSVX vs KSMVX Comparison
Open Charts DFSVX vs KSMVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Keeley Small-Mid Cap Value A
Price$9.95
Change-$0.10 (-1.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs KSMVX Comparison Chart
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DFSVX vs. KSMVX 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 StrongBuy and KSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. KSMVX (30.6M). 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 : 22.84 vs. KSMVX (20.26). DFSVX return over 5 years is better than : 55.21 vs. KSMVX (-17.55).
| 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 | 8.788 | 13.844 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 30.6M | 54,575% |
| Annual Yield % from dividends | 1.44 | 1.08 | 133% |
| Returns for 1 year | 22.84 | 20.26 | 113% |
| Returns for 3 years | 17.09 | -19.89 | -86% |
| Returns for 5 years | 55.21 | -17.55 | -315% |
| Returns for 10 years | 44.49 | -33.19 | -134% |
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