AXVIX
Price
$18.05
Change
+$0.07 (+0.39%)
Updated
Jul 25 closing price
Net Assets
31.71M
DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
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AXVIX vs DFSVX

Header iconAXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVXBanner chart's image
Acclivity Small Cap Value I
Price$18.05
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets31.71M
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
AXVIX vs DFSVX Comparison Chart in %
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AXVIX vs. DFSVX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. AXVIX (31.7M). DFSVX pays higher dividends than AXVIX: DFSVX (1.67) 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 : 0.60 vs. AXVIX (-7.40). AXVIX return over 5 years is better than : 101.22 vs. DFSVX (94.25).
AXVIXDFSVXAXVIX / DFSVX
Total Expense Ratio0.480.31155%
Annual Report Gross Expense Ratio1.040.31335%
Fund Existence7 years32 years-
Gain YTD-2.1150.901-235%
Front LoadN/AN/A-
Min. Initial Investment200000-
Min. Initial Investment IRAN/AN/A-
Net Assets31.7M16B0%
Annual Yield % from dividends1.181.6771%
Returns for 1 year-7.400.60-1,241%
Returns for 3 years20.6827.0976%
Returns for 5 years101.2294.25107%
Returns for 10 yearsN/A50.73-
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