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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$16.86
Change-$0.28 (-1.63%)
VolumeN/A
Net Assets29.69M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
AXVIX vs DFSVX Comparison Chart
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AXVIX 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 AXVIX is a StrongBuy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. AXVIX (29.7M). DFSVX pays higher dividends than AXVIX: DFSVX (1.65) vs AXVIX (1.24). AXVIX was incepted earlier than DFSVX: AXVIX (6 years) vs DFSVX (32 years). AXVIX (1.04) is less costly to investors than DFSVX (0.31). AXVIX is a more actively managed with annual turnover of: 96.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AXVIX: DFSVX (0) vs AXVIX (20000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. AXVIX (-6.48). AXVIX return over 5 years is better than : 94.59 vs. DFSVX (86.94).
| AXVIX | DFSVX | AXVIX / DFSVX | |
| Total Expense Ratio | 0.48 | 0.31 | 155% |
| Annual Report Gross Expense Ratio | 1.04 | 0.31 | 335% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -8.568 | -6.462 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 14.9B | 0% |
| Annual Yield % from dividends | 1.24 | 1.65 | 75% |
| Returns for 1 year | -6.48 | 1.83 | -354% |
| Returns for 3 years | 15.72 | 19.38 | 81% |
| Returns for 5 years | 94.59 | 86.94 | 109% |
| Returns for 10 years | N/A | 30.89 | - |
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