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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Kennedy Capital Small Cap Value Instl
Price$12.69
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets24.32M
DFSVX vs KVALX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. KVALX (24.3M). 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). KVALX annual gain was more profitable for investors over the last year : 19.23 vs. DFSVX (17.38).
| 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 | 2.948 | 4.530 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 24.3M | 69,136% |
| Annual Yield % from dividends | 1.44 | 0.75 | 192% |
| Returns for 1 year | 17.38 | 19.23 | 90% |
| Returns for 3 years | 16.94 | N/A | - |
| Returns for 5 years | 51.83 | N/A | - |
| Returns for 10 years | 57.77 | N/A | - |
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