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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
Acclivity Small Cap Value I
Price$18.20
Change-$0.17 (-0.93%)
VolumeN/A
Net Assets31.16M
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
AXVIX vs DFSVX Comparison Chart in %
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AXVIX vs. DFSVX commentary
Aug 17, 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 Buy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. AXVIX (31.2M). DFSVX pays higher dividends than AXVIX: DFSVX (1.64) vs AXVIX (1.18). AXVIX was incepted earlier than DFSVX: AXVIX (7 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 : 8.96 vs. AXVIX (0.73). AXVIX return over 5 years is better than : 87.58 vs. DFSVX (81.81).
| AXVIX | DFSVX | AXVIX / DFSVX | |
| Total Expense Ratio | 0.48 | 0.31 | 155% |
| Annual Report Gross Expense Ratio | 1.04 | 0.31 | 335% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -0.380 | 2.419 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 16.1B | 0% |
| Annual Yield % from dividends | 1.18 | 1.64 | 72% |
| Returns for 1 year | 0.73 | 8.96 | 8% |
| Returns for 3 years | 13.01 | 18.13 | 72% |
| Returns for 5 years | 87.58 | 81.81 | 107% |
| Returns for 10 years | N/A | 50.96 | - |
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