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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$47.81
Change-$0.60 (-1.24%)
VolumeN/A
Net Assets15.67B
Kennedy Capital Small Cap Value Instl
Price$12.14
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets63.76M
DFSVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. KVALX (63.8M). DFSVX pays higher dividends than KVALX: DFSVX (1.69) vs KVALX (0.83). DFSVX was incepted earlier than KVALX: DFSVX (33 years) vs KVALX (4 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 : -4.35 vs. KVALX (-7.62).
| DFSVX | KVALX | DFSVX / KVALX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | -0.095 | 0.988 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 63.8M | 24,608% |
| Annual Yield % from dividends | 1.69 | 0.83 | 203% |
| Returns for 1 year | -4.35 | -7.62 | 57% |
| Returns for 3 years | 16.06 | 20.08 | 80% |
| Returns for 5 years | 59.32 | N/A | - |
| Returns for 10 years | 50.93 | N/A | - |
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