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DFSVX vs KSDVX
DFSVX vs KSDVX Comparison
Open Charts DFSVX vs KSDVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Keeley Small Cap Dividend Value A
Price$15.79
Change-$0.26 (-1.62%)
VolumeN/A
Net Assets247.32M
DFSVX vs KSDVX Comparison Chart
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DFSVX vs. KSDVX commentary
Jun 16, 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 DFSVX is a Hold and KSDVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. KSDVX (247M). KSDVX pays higher dividends than DFSVX: KSDVX (1.74) vs DFSVX (1.65). DFSVX was incepted earlier than KSDVX: DFSVX (32 years) vs KSDVX (16 years). KSDVX (1.50) is less costly to investors than DFSVX (0.31). KSDVX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than KSDVX: DFSVX (0) vs KSDVX (2500). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. KSDVX (-3.96). DFSVX return over 5 years is better than : 86.94 vs. KSDVX (32.90).
| DFSVX | KSDVX | DFSVX / KSDVX | |
| Total Expense Ratio | 0.31 | 1.29 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | -6.462 | -5.628 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 247M | 6,032% |
| Annual Yield % from dividends | 1.65 | 1.74 | 95% |
| Returns for 1 year | 1.83 | -3.96 | -46% |
| Returns for 3 years | 19.38 | 2.52 | 770% |
| Returns for 5 years | 86.94 | 32.90 | 264% |
| Returns for 10 years | 30.89 | 6.54 | 472% |
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