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DFSVX vs OCSVX
DFSVX vs OCSVX Comparison
Open Charts DFSVX vs OCSVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value C
Price$11.89
Change-$0.11 (-0.92%)
VolumeN/A
CapitalizationN/A
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DFSVX vs OCSVX Comparison Chart
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DFSVX vs. OCSVX commentary
Sep 21, 2024
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 StrongBuy and OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. OCSVX (695M). DFSVX pays higher dividends than OCSVX: DFSVX (1.44) vs OCSVX (0.00). DFSVX was incepted earlier than OCSVX: DFSVX (32 years) vs OCSVX (21 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. OCSVX (17.00). DFSVX has a lower initial minimum investment than OCSVX: DFSVX (0) vs OCSVX (1000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. OCSVX (20.59). DFSVX return over 5 years is better than : 55.21 vs. OCSVX (10.61).
| DFSVX | OCSVX | DFSVX / OCSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 8.788 | 8.584 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 695M | 2,403% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 22.84 | 20.59 | 111% |
| Returns for 3 years | 17.09 | -7.01 | -244% |
| Returns for 5 years | 55.21 | 10.61 | 520% |
| Returns for 10 years | 44.49 | -6.29 | -707% |
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