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ARAIX vs DFSVX
ARAIX vs DFSVX Comparison
Open Charts ARAIX vs DFSVX
Ariel Fund Institutional
Price$79.44
Change+$1.14 (+1.46%)
VolumeN/A
Net Assets2.61B
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
ARAIX vs DFSVX Comparison Chart in %
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ARAIX vs. DFSVX commentary
Sep 08, 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: 16.8B vs. ARAIX (2.61B). DFSVX pays higher dividends than ARAIX: DFSVX (1.52) vs ARAIX (0.40). ARAIX was incepted earlier than DFSVX: ARAIX (14 years) vs DFSVX (33 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 : 11.40 vs. ARAIX (8.41). DFSVX return over 5 years is better than : 94.21 vs. ARAIX (45.33).
| 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 | 33 years | - |
| Gain YTD | 10.209 | 6.765 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 16.8B | 16% |
| Annual Yield % from dividends | 0.40 | 1.52 | 26% |
| Returns for 1 year | 8.41 | 11.40 | 74% |
| Returns for 3 years | 20.43 | 35.36 | 58% |
| Returns for 5 years | 45.33 | 94.21 | 48% |
| Returns for 10 years | 24.77 | 64.86 | 38% |
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