Interact to see
Advertisement
Advertisement
DFSVX vs RBVAX
DFSVX vs RBVAX Comparison
Open Charts DFSVX vs RBVAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
DFSVX vs RBVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. RBVAX (4.37M). DFSVX pays higher dividends than RBVAX: DFSVX (1.52) vs RBVAX (0.75). DFSVX was incepted earlier than RBVAX: DFSVX (33 years) vs RBVAX (5 years). RBVAX (33.11) is less costly to investors than DFSVX (0.31). RBVAX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RBVAX: DFSVX (0) vs RBVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. RBVAX (1.34).
| DFSVX | RBVAX | DFSVX / RBVAX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 33.11 | 1% |
| Fund Existence | 33 years | 5 years | - |
| Gain YTD | 6.765 | -0.640 | -1,057% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.37M | 384,176% |
| Annual Yield % from dividends | 1.52 | 0.75 | 202% |
| Returns for 1 year | 11.40 | 1.34 | 853% |
| Returns for 3 years | 35.36 | 27.20 | 130% |
| Returns for 5 years | 94.21 | N/A | - |
| Returns for 10 years | 64.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement