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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$47.55
Change+$1.13 (+2.43%)
VolumeN/A
Net Assets15.36B
Kennedy Capital Small Cap Value Instl
Price$12.29
Change+$0.22 (+1.82%)
VolumeN/A
Net Assets32.95M
DFSVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. KVALX (33M). DFSVX pays higher dividends than KVALX: DFSVX (1.67) vs KVALX (0.87). DFSVX was incepted earlier than KVALX: DFSVX (32 years) vs KVALX (3 years). KVALX (1.84) is less costly to investors than DFSVX (0.31). KVALX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than KVALX: DFSVX (0) vs KVALX (5000). DFSVX annual gain was more profitable for investors over the last year : 7.61 vs. KVALX (5.80).
| DFSVX | KVALX | DFSVX / KVALX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 32 years | 3 years | - |
| Gain YTD | -1.117 | -0.329 | 339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 33M | 46,667% |
| Annual Yield % from dividends | 1.67 | 0.87 | 191% |
| Returns for 1 year | 7.61 | 5.80 | 131% |
| Returns for 3 years | 29.97 | 31.38 | 96% |
| Returns for 5 years | 100.87 | N/A | - |
| Returns for 10 years | 41.37 | N/A | - |
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