Ad is loading...
DFSVX vs VSRAX
DFSVX vs VSRAX Comparison
Open Charts DFSVX vs VSRAX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$23.77
Change-$0.09 (-0.38%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs VSRAX Comparison Chart
Loading...
DFSVX vs. VSRAX commentary
Sep 21, 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 VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. VSRAX (5.62B). DFSVX pays higher dividends than VSRAX: DFSVX (1.44) vs VSRAX (0.37). DFSVX was incepted earlier than VSRAX: DFSVX (32 years) vs VSRAX (4 years). VSRAX is a more actively managed with annual turnover of: 51.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSRAX: DFSVX (0) vs VSRAX (1000). DFSVX (22.84) and VSRAX (22.26) have marching annual gain over last year.
| DFSVX | VSRAX | DFSVX / VSRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | 8.788 | 15.171 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 5.62B | 297% |
| Annual Yield % from dividends | 1.44 | 0.37 | 387% |
| Returns for 1 year | 22.84 | 22.26 | 103% |
| Returns for 3 years | 17.09 | 17.73 | 96% |
| Returns for 5 years | 55.21 | N/A | - |
| Returns for 10 years | 44.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALMRX | 22.42 | -0.01 | -0.04% |
| Alger Mid Cap Growth Institutional I | |||
| PURZX | 21.51 | -0.05 | -0.23% |
| PGIM Global Real Estate Z | |||
| SWLGX | 108.23 | -0.36 | -0.33% |
| Schwab ® US Large-Cap Growth Idx | |||
| TRZDX | 81.35 | -0.28 | -0.34% |
| T. Rowe Price Dividend Growth Z | |||
| VREQX | 11.55 | -0.05 | -0.43% |
| NYLI CBRE Real Estate Class R6 | |||