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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$21.22
Change-$0.33 (-1.53%)
VolumeN/A
Net Assets846.21M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
AFDZX vs DFSVX Comparison Chart
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AFDZX 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 AFDZX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. AFDZX (846M). DFSVX pays higher dividends than AFDZX: DFSVX (1.65) vs AFDZX (1.14). AFDZX was incepted earlier than DFSVX: AFDZX (10 years) vs DFSVX (32 years). AFDZX (1.37) is less costly to investors than DFSVX (0.31). AFDZX is a more actively managed with annual turnover of: 32.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AFDZX: DFSVX (0) vs AFDZX (10000). AFDZX annual gain was more profitable for investors over the last year : 3.54 vs. DFSVX (1.83). AFDZX return over 5 years is better than : 123.64 vs. DFSVX (86.94).
| AFDZX | DFSVX | AFDZX / DFSVX | |
| Total Expense Ratio | 0.83 | 0.31 | 268% |
| Annual Report Gross Expense Ratio | 1.37 | 0.31 | 442% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -3.149 | -6.462 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 846M | 14.9B | 6% |
| Annual Yield % from dividends | 1.14 | 1.65 | 69% |
| Returns for 1 year | 3.54 | 1.83 | 193% |
| Returns for 3 years | 28.57 | 19.38 | 147% |
| Returns for 5 years | 123.64 | 86.94 | 142% |
| Returns for 10 years | 120.89 | 30.89 | 391% |
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