Ad is loading...
DFSVX
Price
$51.68
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
SPVYX
Price
$28.02
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
Ad is loading...

DFSVX vs SPVYX

Header iconDFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYXBanner chart's image
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SEI Small Cap Value Y (SIMT)
Price$28.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs SPVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DFSVX vs. SPVYX commentary
Nov 22, 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 SPVYX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. SPVYX (311M). DFSVX pays higher dividends than SPVYX: DFSVX (1.44) vs SPVYX (1.35). DFSVX was incepted earlier than SPVYX: DFSVX (32 years) vs SPVYX (9 years). SPVYX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than SPVYX: DFSVX (0) vs SPVYX (100000). DFSVX (27.42) and SPVYX (26.12) have marching annual gain over last year. DFSVX return over 5 years is better than : 61.43 vs. SPVYX (40.60).
DFSVXSPVYXDFSVX / SPVYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years9 years-
Gain YTD16.31915.064108%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B311M5,627%
Annual Yield % from dividends1.441.35107%
Returns for 1 year27.4226.12105%
Returns for 3 years10.571.83578%
Returns for 5 years61.4340.60151%
Returns for 10 years48.14N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OBSIX27.340.42
+1.56%
Oberweis Small-Cap Opportunities Instl
HQITX22.950.24
+1.06%
Hartford Equity Income R5
RTITX10.610.04
+0.38%
Russell Inv Multifactor Intl Eq M
HFECX42.73-0.16
-0.37%
Janus Henderson European Focus C
FSZIX8.88-0.04
-0.45%
Fidelity Advisor Sustainable EM Eq I