Interact to see
Advertisement
Advertisement
ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$73.88
Change+$0.42 (+0.57%)
VolumeN/A
Net Assets2.46B
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
ARAIX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARAIX vs. DFSVX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ARAIX (2.46B). DFSVX pays higher dividends than ARAIX: DFSVX (1.67) vs ARAIX (0.44). ARAIX was incepted earlier than DFSVX: ARAIX (14 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 : 9.45 vs. ARAIX (8.02). DFSVX return over 5 years is better than : 105.30 vs. ARAIX (46.37).
| ARAIX | DFSVX | ARAIX / DFSVX | |
| Total Expense Ratio | 0.69 | 0.31 | 223% |
| Annual Report Gross Expense Ratio | 0.69 | 0.31 | 223% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 2.058 | 1.067 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 16.1B | 15% |
| Annual Yield % from dividends | 0.44 | 1.67 | 26% |
| Returns for 1 year | 8.02 | 9.45 | 85% |
| Returns for 3 years | 13.50 | 32.84 | 41% |
| Returns for 5 years | 46.37 | 105.30 | 44% |
| Returns for 10 years | 7.17 | 45.10 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers