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DFSVX vs SSVIX
DFSVX vs SSVIX Comparison
Open Charts DFSVX vs SSVIX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Columbia Select Small Cap Value Inst2
Price$27.93
Change+$0.47 (+1.71%)
VolumeN/A
CapitalizationN/A
DFSVX vs SSVIX Comparison Chart
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DFSVX vs. SSVIX commentary
Nov 23, 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 SSVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. SSVIX (459M). DFSVX pays higher dividends than SSVIX: DFSVX (1.44) vs SSVIX (0.80). DFSVX was incepted earlier than SSVIX: DFSVX (32 years) vs SSVIX (23 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. SSVIX (11.00). DFSVX (0) and SSVIX (0) have matching initial minimum investment requirements. DFSVX (29.64) and SSVIX (29.22) have marching annual gain over last year. DFSVX return over 5 years is better than : 64.24 vs. SSVIX (47.72).
| DFSVX | SSVIX | DFSVX / SSVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 18.345 | 23.040 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 459M | 3,834% |
| Annual Yield % from dividends | 1.44 | 0.80 | 179% |
| Returns for 1 year | 29.64 | 29.22 | 101% |
| Returns for 3 years | 11.71 | 3.12 | 375% |
| Returns for 5 years | 64.24 | 47.72 | 135% |
| Returns for 10 years | 50.67 | 17.91 | 283% |
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