Ad is loading...
DFSVX vs VSRAX
DFSVX vs VSRAX Comparison
Open Charts DFSVX vs VSRAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$23.00
Change-$0.93 (-3.89%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSRAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSRAX commentary
Dec 19, 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 Hold and VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. VSRAX (6.61B). DFSVX pays higher dividends than VSRAX: DFSVX (1.44) vs VSRAX (0.37). DFSVX was incepted earlier than VSRAX: DFSVX (32 years) vs VSRAX (5 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). VSRAX annual gain was more profitable for investors over the last year : 15.31 vs. DFSVX (9.08).
| DFSVX | VSRAX | DFSVX / VSRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 8.833 | 14.223 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 6.61B | 256% |
| Annual Yield % from dividends | 1.44 | 0.37 | 387% |
| Returns for 1 year | 9.08 | 15.31 | 59% |
| Returns for 3 years | 19.68 | 33.50 | 59% |
| Returns for 5 years | 46.31 | N/A | - |
| Returns for 10 years | 46.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...