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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$18.41
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets31.16M
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
AXVNX vs DFSVX Comparison Chart in %
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AXVNX vs. DFSVX commentary
Aug 18, 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 AXVNX is a Buy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. AXVNX (31.2M). DFSVX pays higher dividends than AXVNX: DFSVX (1.64) vs AXVNX (1.00). AXVNX was incepted earlier than DFSVX: AXVNX (7 years) vs DFSVX (32 years). AXVNX (1.27) is less costly to investors than DFSVX (0.31). AXVNX is a more actively managed with annual turnover of: 96.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AXVNX: DFSVX (0) vs AXVNX (5000). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. AXVNX (-2.74). AXVNX return over 5 years is better than : 84.58 vs. DFSVX (80.15).
| AXVNX | DFSVX | AXVNX / DFSVX | |
| Total Expense Ratio | 0.73 | 0.31 | 235% |
| Annual Report Gross Expense Ratio | 1.27 | 0.31 | 410% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | -1.445 | 1.483 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2M | 16.1B | 0% |
| Annual Yield % from dividends | 1.00 | 1.64 | 61% |
| Returns for 1 year | -2.74 | 5.62 | -49% |
| Returns for 3 years | 10.51 | 16.09 | 65% |
| Returns for 5 years | 84.58 | 80.15 | 106% |
| Returns for 10 years | N/A | 50.63 | - |
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