Ad is loading...
DFSVX vs SVUIX
DFSVX vs SVUIX Comparison
Open Charts DFSVX vs SVUIX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
NAA SMid Cap Value Institutional
Price$9.15
Change-$0.11 (-1.19%)
VolumeN/A
CapitalizationN/A
DFSVX vs SVUIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SVUIX commentary
Dec 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 SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. SVUIX (355M). SVUIX pays higher dividends than DFSVX: SVUIX (2.24) vs DFSVX (1.44). DFSVX was incepted earlier than SVUIX: DFSVX (32 years) vs SVUIX (16 years). SVUIX is a more actively managed with annual turnover of: 28.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than SVUIX: DFSVX (0) vs SVUIX (2000000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. SVUIX (14.23). DFSVX return over 5 years is better than : 52.30 vs. SVUIX (-3.40).
| DFSVX | SVUIX | DFSVX / SVUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 13.283 | 11.995 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 355M | 4,845% |
| Annual Yield % from dividends | 1.44 | 2.24 | 64% |
| Returns for 1 year | 15.68 | 14.23 | 110% |
| Returns for 3 years | 24.57 | -2.55 | -963% |
| Returns for 5 years | 52.30 | -3.40 | -1,539% |
| Returns for 10 years | 52.91 | -10.45 | -506% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFRA | 31.38 | N/A | N/A |
| Donoghue Forlines Yld Enhd Rl Ast ETF | |||
| IGBH | 24.44 | N/A | -0.02% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| RODM | 29.46 | -0.14 | -0.47% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| MDY | 592.24 | -7.03 | -1.17% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||
| SVXY | 52.21 | -0.62 | -1.17% |
| ProShares Short VIX Short-Term Futures | |||