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DFSVX vs VSRAX
DFSVX vs VSRAX Comparison
Open Charts DFSVX vs VSRAX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$25.31
Change-$0.44 (-1.71%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSRAX Comparison Chart
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DFSVX vs. VSRAX commentary
Nov 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 VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. VSRAX (6.22B). 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 : 34.84 vs. DFSVX (26.86).
| 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 | 14.541 | 25.483 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 6.22B | 280% |
| Annual Yield % from dividends | 1.44 | 0.37 | 387% |
| Returns for 1 year | 26.86 | 34.84 | 77% |
| Returns for 3 years | 7.13 | 14.28 | 50% |
| Returns for 5 years | 56.90 | N/A | - |
| Returns for 10 years | 48.27 | N/A | - |
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