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DFSVX vs MAVKX
DFSVX vs MAVKX Comparison
Open Charts DFSVX vs MAVKX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
MoA Small Cap Value Fund
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets401.41M
DFSVX vs MAVKX Comparison Chart
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DFSVX vs. MAVKX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and MAVKX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. MAVKX (401M). MAVKX (1.45) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than MAVKX: DFSVX (32 years) vs MAVKX (20 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. MAVKX (22.33). DFSVX has a lower initial minimum investment than MAVKX: DFSVX (0) vs MAVKX (3000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. MAVKX (14.09). DFSVX return over 5 years is better than : 51.83 vs. MAVKX (5.23).
| DFSVX | MAVKX | DFSVX / MAVKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 2.948 | 1.931 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 401M | 4,190% |
| Annual Yield % from dividends | 1.44 | 1.45 | 100% |
| Returns for 1 year | 17.38 | 14.09 | 123% |
| Returns for 3 years | 16.94 | -5.78 | -293% |
| Returns for 5 years | 51.83 | 5.23 | 991% |
| Returns for 10 years | 57.77 | 7.00 | 826% |
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