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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$24.02
Change+$0.31 (+1.31%)
VolumeN/A
Net Assets949.95M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
AFDVX vs DFSVX Comparison Chart in %
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AFDVX 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 AFDVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. AFDVX (950M). DFSVX pays higher dividends than AFDVX: DFSVX (1.52) vs AFDVX (0.84). AFDVX was incepted earlier than DFSVX: AFDVX (10 years) vs DFSVX (33 years). AFDVX (1.69) is less costly to investors than DFSVX (0.31). AFDVX is a more actively managed with annual turnover of: 37.29 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AFDVX: DFSVX (0) vs AFDVX (1000). AFDVX (11.41) and DFSVX (11.40) have marching annual gain over last year. AFDVX return over 5 years is better than : 122.23 vs. DFSVX (94.21).
| 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 | 33 years | - |
| Gain YTD | 10.851 | 6.765 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 16.8B | 6% |
| Annual Yield % from dividends | 0.84 | 1.52 | 55% |
| Returns for 1 year | 11.41 | 11.40 | 100% |
| Returns for 3 years | 45.93 | 35.36 | 130% |
| Returns for 5 years | 122.23 | 94.21 | 130% |
| Returns for 10 years | 168.67 | 64.86 | 260% |
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