AXVIX
Price
$18.20
Change
+$0.10 (+0.55%)
Updated
Jul 3 closing price
Net Assets
32.06M
DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
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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$18.20
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.

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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).
AXVIXDFSVXAXVIX / DFSVX
Total Expense Ratio0.480.31155%
Annual Report Gross Expense Ratio1.040.31335%
Fund Existence7 years32 years-
Gain YTD-1.3021.067-122%
Front LoadN/AN/A-
Min. Initial Investment200000-
Min. Initial Investment IRAN/AN/A-
Net Assets32.1M16.1B0%
Annual Yield % from dividends1.181.6771%
Returns for 1 year1.069.4511%
Returns for 3 years27.2832.8483%
Returns for 5 years114.07105.30108%
Returns for 10 yearsN/A45.10-
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