Interact to see
Advertisement
Advertisement
DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
Kennedy Capital Small Cap Value Instl
Price$11.68
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets23.64M
DFSVX vs KVALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. KVALX (23.6M). DFSVX pays higher dividends than KVALX: DFSVX (1.65) vs KVALX (0.91). 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). KVALX annual gain was more profitable for investors over the last year : 1.87 vs. DFSVX (-0.92).
| 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 | -7.414 | -4.036 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 23.6M | 62,712% |
| Annual Yield % from dividends | 1.65 | 0.91 | 181% |
| Returns for 1 year | -0.92 | 1.87 | -49% |
| Returns for 3 years | 7.11 | 13.99 | 51% |
| Returns for 5 years | 66.28 | N/A | - |
| Returns for 10 years | 31.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers