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AXVNX vs DFSVX
AXVNX vs DFSVX Comparison
Open Charts AXVNX vs DFSVX
Acclivity Small Cap Value N
Price$17.05
Change-$0.29 (-1.67%)
VolumeN/A
Net Assets29.69M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
AXVNX vs DFSVX Comparison Chart
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AXVNX vs. DFSVX commentary
Jun 15, 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 StrongBuy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. AXVNX (29.7M). DFSVX pays higher dividends than AXVNX: DFSVX (1.65) vs AXVNX (1.05). AXVNX was incepted earlier than DFSVX: AXVNX (6 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 : 1.83 vs. AXVNX (-6.70). AXVNX return over 5 years is better than : 93.24 vs. DFSVX (86.94).
| AXVNX | DFSVX | AXVNX / DFSVX | |
| Total Expense Ratio | 0.73 | 0.31 | 235% |
| Annual Report Gross Expense Ratio | 1.27 | 0.31 | 410% |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | -8.726 | -6.462 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 14.9B | 0% |
| Annual Yield % from dividends | 1.05 | 1.65 | 64% |
| Returns for 1 year | -6.70 | 1.83 | -366% |
| Returns for 3 years | 15.01 | 19.38 | 77% |
| Returns for 5 years | 93.24 | 86.94 | 107% |
| Returns for 10 years | N/A | 30.89 | - |
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