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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+$0.10 (+0.55%)
VolumeN/A
Net Assets32.06M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
AXVIX vs DFSVX Comparison Chart in %
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AXVIX 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 AXVIX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. AXVIX (32.1M). 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 : 9.45 vs. AXVIX (1.06). AXVIX return over 5 years is better than : 114.07 vs. DFSVX (105.30).
| 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 | -1.302 | 1.067 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 16.1B | 0% |
| Annual Yield % from dividends | 1.18 | 1.67 | 71% |
| Returns for 1 year | 1.06 | 9.45 | 11% |
| Returns for 3 years | 27.28 | 32.84 | 83% |
| Returns for 5 years | 114.07 | 105.30 | 108% |
| Returns for 10 years | N/A | 45.10 | - |
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