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DFSVX vs RSPKX
DFSVX vs RSPKX Comparison
Open Charts DFSVX vs RSPKX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
DFSVX vs RSPKX Comparison Chart
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DFSVX vs. RSPKX commentary
Nov 18, 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 RSPKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. RSPKX (572M). DFSVX pays higher dividends than RSPKX: DFSVX (1.44) vs RSPKX (0.68). DFSVX was incepted earlier than RSPKX: DFSVX (32 years) vs RSPKX (18 years). RSPKX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). DFSVX (0) and RSPKX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. RSPKX (22.48). DFSVX return over 5 years is better than : 56.90 vs. RSPKX (14.87).
| DFSVX | RSPKX | DFSVX / RSPKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 14.541 | 19.187 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 572M | 3,042% |
| Annual Yield % from dividends | 1.44 | 0.68 | 213% |
| Returns for 1 year | 26.86 | 22.48 | 119% |
| Returns for 3 years | 7.13 | -9.64 | -74% |
| Returns for 5 years | 56.90 | 14.87 | 383% |
| Returns for 10 years | 48.27 | -29.16 | -166% |
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