Ad is loading...
DFSVX vs VSRAX
DFSVX vs VSRAX Comparison
Open Charts DFSVX vs VSRAX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
Invesco Small Cap Value R
Price$24.45
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.68B
DFSVX vs VSRAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSRAX commentary
Jan 18, 2025
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: 16.7B vs. VSRAX (6.68B). 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 : 24.89 vs. DFSVX (17.38).
| 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 | 2.948 | 4.891 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 6.68B | 250% |
| Annual Yield % from dividends | 1.44 | 0.37 | 387% |
| Returns for 1 year | 17.38 | 24.89 | 70% |
| Returns for 3 years | 16.94 | 29.26 | 58% |
| Returns for 5 years | 51.83 | N/A | - |
| Returns for 10 years | 57.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers