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AXVIX vs DFSVX
AXVIX vs DFSVX Comparison
Open Charts AXVIX vs DFSVX
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.
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).
| 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 | -2.115 | 0.901 | -235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 16B | 0% |
| Annual Yield % from dividends | 1.18 | 1.67 | 71% |
| Returns for 1 year | -7.40 | 0.60 | -1,241% |
| Returns for 3 years | 20.68 | 27.09 | 76% |
| Returns for 5 years | 101.22 | 94.25 | 107% |
| Returns for 10 years | N/A | 50.73 | - |
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