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DISVX vs MOWNX
DISVX vs MOWNX Comparison
Open Charts DISVX vs MOWNX
DFA International Small Cap Value I
Price$25.74
Change+$0.26 (+1.02%)
VolumeN/A
Net Assets12.27B
Moerus Worldwide Value N
Price$17.35
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets171.85M
DISVX vs MOWNX Comparison Chart
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DISVX vs. MOWNX commentary
May 12, 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 DISVX is a StrongBuy and MOWNX is a Buy.
FUNDAMENTALS
Fundamentals
DISVX has more cash in the bank: 12.3B vs. MOWNX (172M). MOWNX pays higher dividends than DISVX: MOWNX (3.86) vs DISVX (3.25). DISVX was incepted earlier than MOWNX: DISVX (30 years) vs MOWNX (9 years). MOWNX (1.81) is less costly to investors than DISVX (0.43). MOWNX is a more actively managed with annual turnover of: 46.00 vs. DISVX (14.00). DISVX has a lower initial minimum investment than MOWNX: DISVX (0) vs MOWNX (2500). DISVX annual gain was more profitable for investors over the last year : 16.74 vs. MOWNX (9.47). MOWNX return over 5 years is better than : 170.24 vs. DISVX (100.51).
| DISVX | MOWNX | DISVX / MOWNX | |
| Total Expense Ratio | 0.43 | 1.51 | 28% |
| Annual Report Gross Expense Ratio | 0.43 | 1.81 | 24% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 17.520 | 6.769 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 172M | 7,151% |
| Annual Yield % from dividends | 3.25 | 3.86 | 84% |
| Returns for 1 year | 16.74 | 9.47 | 177% |
| Returns for 3 years | 47.44 | 62.62 | 76% |
| Returns for 5 years | 100.51 | 170.24 | 59% |
| Returns for 10 years | 40.40 | N/A | - |