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ADKSX vs DFSVX
ADKSX vs DFSVX Comparison
Open Charts ADKSX vs DFSVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
ADKSX vs DFSVX Comparison Chart
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ADKSX vs. DFSVX commentary
Jun 15, 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 Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. ADKSX (41.1M). DFSVX pays higher dividends than ADKSX: DFSVX (1.65) vs ADKSX (0.00). ADKSX was incepted earlier than DFSVX: ADKSX (20 years) vs DFSVX (32 years). ADKSX (1.59) is less costly to investors than DFSVX (0.31). ADKSX is a more actively managed with annual turnover of: 32.99 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 : 11.06 vs. DFSVX (1.83). ADKSX return over 5 years is better than : 133.58 vs. DFSVX (86.94).
| ADKSX | DFSVX | ADKSX / DFSVX | |
| Total Expense Ratio | 1.48 | 0.31 | 477% |
| Annual Report Gross Expense Ratio | 1.59 | 0.31 | 513% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -4.894 | -6.462 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 15.2B | 0% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 11.06 | 1.83 | 604% |
| Returns for 3 years | 45.44 | 19.38 | 235% |
| Returns for 5 years | 133.58 | 86.94 | 154% |
| Returns for 10 years | 37.32 | 30.89 | 121% |
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|---|---|---|---|
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| PEO | 21.78 | 0.43 | +2.01% |
| Adams Natural Resources Fund | |||
| NAD | 11.23 | -0.02 | -0.22% |
| Nuveen Quality Municipal Income Fund | |||
| IMTB | 42.99 | -0.13 | -0.30% |
| iShares Core 5-10 Year USD Bond ETF | |||
| IVVM | 32.04 | -0.15 | -0.47% |
| iShares Large Cap Moderate Buffer ETF | |||
| CONI | 6.16 | -0.08 | -1.28% |
| GraniteShares 2x Short COIN Daily ETF | |||