AFDVX
Price
$22.33
Change
+$0.10 (+0.45%)
Updated
Jul 3 closing price
Net Assets
886.89M
DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
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AFDVX vs DFSVX

Header iconAFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVXBanner chart's image
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 %
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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.

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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).
AFDVXDFSVXAFDVX / DFSVX
Total Expense Ratio1.080.31348%
Annual Report Gross Expense Ratio1.690.31545%
Fund Existence10 years32 years-
Gain YTD2.6671.067250%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets887M16.1B6%
Annual Yield % from dividends0.921.6755%
Returns for 1 year9.029.4596%
Returns for 3 years39.8732.84121%
Returns for 5 years134.27105.30128%
Returns for 10 years133.4245.10296%
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