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ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$67.18
Change-$1.40 (-2.04%)
VolumeN/A
Net Assets2.31B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
ARAIX vs DFSVX Comparison Chart
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ARAIX vs. DFSVX commentary
Jun 16, 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 ARAIX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. ARAIX (2.31B). DFSVX pays higher dividends than ARAIX: DFSVX (1.65) vs ARAIX (0.46). ARAIX was incepted earlier than DFSVX: ARAIX (13 years) vs DFSVX (32 years). ARAIX (0.69) is less costly to investors than DFSVX (0.31). ARAIX is a more actively managed with annual turnover of: 17.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ARAIX: DFSVX (0) vs ARAIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. ARAIX (-1.56). DFSVX return over 5 years is better than : 86.94 vs. ARAIX (31.50).
| ARAIX | DFSVX | ARAIX / DFSVX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -7.197 | -6.462 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 14.9B | 16% |
| Annual Yield % from dividends | 0.46 | 1.65 | 28% |
| Returns for 1 year | -1.56 | 1.83 | -85% |
| Returns for 3 years | 3.57 | 19.38 | 18% |
| Returns for 5 years | 31.50 | 86.94 | 36% |
| Returns for 10 years | -4.81 | 30.89 | -16% |
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