ARAIX
Price
$73.88
Change
+$0.42 (+0.57%)
Updated
Jul 3 closing price
Net Assets
2.46B
DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
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ARAIX vs DFSVX

Header iconARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVXBanner chart's image
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 %
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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.

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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).
ARAIXDFSVXARAIX / DFSVX
Total Expense Ratio0.690.31223%
Annual Report Gross Expense Ratio0.690.31223%
Fund Existence14 years32 years-
Gain YTD2.0581.067193%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.46B16.1B15%
Annual Yield % from dividends0.441.6726%
Returns for 1 year8.029.4585%
Returns for 3 years13.5032.8441%
Returns for 5 years46.37105.3044%
Returns for 10 years7.1745.1016%
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