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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Kennedy Capital Small Cap Value Instl
Price$13.00
Change+$0.03 (+0.23%)
VolumeN/A
CapitalizationN/A
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DFSVX vs KVALX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. KVALX (22.7M). DFSVX pays higher dividends than KVALX: DFSVX (1.44) vs KVALX (0.75). DFSVX was incepted earlier than KVALX: DFSVX (32 years) vs KVALX (2 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 : 29.24 vs. DFSVX (25.49).
| DFSVX | KVALX | DFSVX / KVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 2 years | - |
| Gain YTD | 11.502 | 15.187 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 22.7M | 74,890% |
| Annual Yield % from dividends | 1.44 | 0.75 | 192% |
| Returns for 1 year | 25.49 | 29.24 | 87% |
| Returns for 3 years | 11.27 | N/A | - |
| Returns for 5 years | 60.36 | N/A | - |
| Returns for 10 years | 56.09 | N/A | - |
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