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AFDVX vs DFSVX
AFDVX vs DFSVX Comparison
Open Charts AFDVX vs DFSVX
Applied Finance Explorer Investor
Price$22.38
Change+$0.15 (+0.67%)
VolumeN/A
Net Assets886.09M
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
AFDVX vs DFSVX Comparison Chart in %
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AFDVX vs. DFSVX commentary
Jul 28, 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: 16B vs. AFDVX (886M). 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 annual gain was more profitable for investors over the last year : 0.60 vs. AFDVX (0.38). AFDVX return over 5 years is better than : 123.14 vs. DFSVX (94.25).
| 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 | 2.897 | 0.901 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 16B | 6% |
| Annual Yield % from dividends | 0.92 | 1.67 | 55% |
| Returns for 1 year | 0.38 | 0.60 | 64% |
| Returns for 3 years | 32.40 | 27.09 | 120% |
| Returns for 5 years | 123.14 | 94.25 | 131% |
| Returns for 10 years | 136.35 | 50.73 | 269% |
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