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AFDZX vs DFSVX
AFDZX vs DFSVX Comparison
Open Charts AFDZX vs DFSVX
Applied Finance Explorer Institutional
Price$22.52
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
AFDZX vs DFSVX Comparison Chart in %
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AFDZX vs. DFSVX commentary
Jul 06, 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: 16.1B vs. AFDZX (887M). 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). DFSVX (9.45) and AFDZX (9.30) have marching annual gain over last year. AFDZX return over 5 years is better than : 136.38 vs. DFSVX (105.30).
| 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 | 2.784 | 1.067 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 16.1B | 6% |
| Annual Yield % from dividends | 1.10 | 1.67 | 66% |
| Returns for 1 year | 9.30 | 9.45 | 98% |
| Returns for 3 years | 40.93 | 32.84 | 125% |
| Returns for 5 years | 136.38 | 105.30 | 130% |
| Returns for 10 years | 138.95 | 45.10 | 308% |
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