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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Kennedy Capital Small Cap Value Instl
Price$12.11
Change-$0.52 (-4.12%)
VolumeN/A
CapitalizationN/A
DFSVX vs KVALX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. KVALX (23.8M). DFSVX pays higher dividends than KVALX: DFSVX (1.44) vs KVALX (0.75). DFSVX was incepted earlier than KVALX: DFSVX (32 years) vs KVALX (3 years). KVALX is a more actively managed with annual turnover of: 50.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than KVALX: DFSVX (0) vs KVALX (5000). DFSVX (15.68) and KVALX (15.13) have marching annual gain over last year.
| DFSVX | KVALX | DFSVX / KVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 3 years | - |
| Gain YTD | 13.283 | 13.082 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 23.8M | 71,008% |
| Annual Yield % from dividends | 1.44 | 0.75 | 192% |
| Returns for 1 year | 15.68 | 15.13 | 104% |
| Returns for 3 years | 24.57 | N/A | - |
| Returns for 5 years | 52.30 | N/A | - |
| Returns for 10 years | 52.91 | N/A | - |
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