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DFSVX vs OISVX
DFSVX vs OISVX Comparison
Open Charts DFSVX vs OISVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value Instl
Price$15.40
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
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DFSVX vs OISVX Comparison Chart
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DFSVX vs. OISVX 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 Buy and OISVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. OISVX (695M). DFSVX pays higher dividends than OISVX: DFSVX (1.44) vs OISVX (1.26). DFSVX was incepted earlier than OISVX: DFSVX (32 years) vs OISVX (21 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. OISVX (17.00). DFSVX (0) and OISVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. OISVX (18.62). DFSVX return over 5 years is better than : 55.21 vs. OISVX (20.76).
| DFSVX | OISVX | DFSVX / OISVX | |
| 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 | 8.375 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 695M | 2,403% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 22.84 | 18.62 | 123% |
| Returns for 3 years | 17.09 | -3.25 | -526% |
| Returns for 5 years | 55.21 | 20.76 | 266% |
| Returns for 10 years | 44.49 | 9.30 | 478% |
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