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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$22.57
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
AFDZX vs DFSVX Comparison Chart in %
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AFDZX 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 AFDZX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. AFDZX (886M). DFSVX pays higher dividends than AFDZX: DFSVX (1.67) vs AFDZX (1.10). 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 (0.61) and DFSVX (0.60) have marching annual gain over last year. AFDZX return over 5 years is better than : 125.25 vs. DFSVX (94.25).
| 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 | 3.012 | 0.901 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 16B | 6% |
| Annual Yield % from dividends | 1.10 | 1.67 | 66% |
| Returns for 1 year | 0.61 | 0.60 | 102% |
| Returns for 3 years | 33.37 | 27.09 | 123% |
| Returns for 5 years | 125.25 | 94.25 | 133% |
| Returns for 10 years | 141.94 | 50.73 | 280% |