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ADKSX vs DFSVX
ADKSX vs DFSVX Comparison
Open Charts ADKSX vs DFSVX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
ADKSX vs DFSVX Comparison Chart in %
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ADKSX vs. DFSVX commentary
Sep 08, 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 ADKSX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ADKSX (46.3M). DFSVX pays higher dividends than ADKSX: DFSVX (1.52) vs ADKSX (0.00). ADKSX was incepted earlier than DFSVX: ADKSX (20 years) vs DFSVX (33 years). ADKSX (1.53) is less costly to investors than DFSVX (0.31). ADKSX is a more actively managed with annual turnover of: 38.91 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ADKSX: DFSVX (0) vs ADKSX (3000). ADKSX annual gain was more profitable for investors over the last year : 21.41 vs. DFSVX (11.40). ADKSX return over 5 years is better than : 146.67 vs. DFSVX (94.21).
| ADKSX | DFSVX | ADKSX / DFSVX | |
| Total Expense Ratio | 1.48 | 0.31 | 477% |
| Annual Report Gross Expense Ratio | 1.53 | 0.31 | 494% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 8.525 | 6.765 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.3M | 16.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | 21.41 | 11.40 | 188% |
| Returns for 3 years | 66.28 | 35.36 | 187% |
| Returns for 5 years | 146.67 | 94.21 | 156% |
| Returns for 10 years | 73.62 | 64.86 | 113% |
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