Interact to see
Advertisement
Advertisement
AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$22.33
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets886.89M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
AFDVX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. DFSVX commentary
Jul 07, 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 AFDVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. AFDVX (887M). DFSVX pays higher dividends than AFDVX: DFSVX (1.67) vs AFDVX (0.92). AFDVX was incepted earlier than DFSVX: AFDVX (10 years) vs DFSVX (32 years). AFDVX (1.69) is less costly to investors than DFSVX (0.31). AFDVX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AFDVX: DFSVX (0) vs AFDVX (1000). DFSVX (9.45) and AFDVX (9.02) have marching annual gain over last year. AFDVX return over 5 years is better than : 134.27 vs. DFSVX (105.30).
| AFDVX | DFSVX | AFDVX / DFSVX | |
| Total Expense Ratio | 1.08 | 0.31 | 348% |
| Annual Report Gross Expense Ratio | 1.69 | 0.31 | 545% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 2.667 | 1.067 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 16.1B | 6% |
| Annual Yield % from dividends | 0.92 | 1.67 | 55% |
| Returns for 1 year | 9.02 | 9.45 | 96% |
| Returns for 3 years | 39.87 | 32.84 | 121% |
| Returns for 5 years | 134.27 | 105.30 | 128% |
| Returns for 10 years | 133.42 | 45.10 | 296% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement