Ad is loading...
DFSVX vs RUDAX
DFSVX vs RUDAX Comparison
Open Charts DFSVX vs RUDAX
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.79B
DFSVX vs RUDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. RUDAX commentary
Apr 03, 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 StrongBuy and RUDAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. RUDAX (62M). DFSVX pays higher dividends than RUDAX: DFSVX (1.65) vs RUDAX (1.44). DFSVX was incepted earlier than RUDAX: DFSVX (32 years) vs RUDAX (9 years). RUDAX (1.45) is less costly to investors than DFSVX (0.31). RUDAX is a more actively managed with annual turnover of: 44.75 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RUDAX: DFSVX (0) vs RUDAX (1000). DFSVX annual gain was more profitable for investors over the last year : -0.14 vs. RUDAX (-12.57). DFSVX return over 5 years is better than : 148.44 vs. RUDAX (42.17).
| DFSVX | RUDAX | DFSVX / RUDAX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.586 | -5.977 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 62M | 23,871% |
| Annual Yield % from dividends | 1.65 | 1.44 | 115% |
| Returns for 1 year | -0.14 | -12.57 | 1% |
| Returns for 3 years | 7.35 | -26.54 | -28% |
| Returns for 5 years | 148.44 | 42.17 | 352% |
| Returns for 10 years | 32.10 | -8.39 | -383% |
View a ticker or compare two or three
VS
VS
Ad is loading...