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DFSVX vs KSMVX
DFSVX vs KSMVX Comparison
Open Charts DFSVX vs KSMVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Keeley Gabelli SMID Cap Value A
Price$9.35
Change-$0.14 (-1.48%)
VolumeN/A
Net Assets23.9M
DFSVX vs KSMVX Comparison Chart in %
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DFSVX vs. KSMVX commentary
Feb 05, 2026
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 Buy and KSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. KSMVX (23.9M). DFSVX pays higher dividends than KSMVX: DFSVX (1.58) vs KSMVX (0.79). DFSVX was incepted earlier than KSMVX: DFSVX (33 years) vs KSMVX (18 years). KSMVX (1.92) is less costly to investors than DFSVX (0.31). KSMVX is a more actively managed with annual turnover of: 17.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than KSMVX: DFSVX (0) vs KSMVX (2500). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. KSMVX (6.03). DFSVX return over 5 years is better than : 55.54 vs. KSMVX (-16.01).
| DFSVX | KSMVX | DFSVX / KSMVX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.92 | 16% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 9.431 | 6.857 | 138% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 23.9M | 74,895% |
| Annual Yield % from dividends | 1.58 | 0.79 | 201% |
| Returns for 1 year | 17.52 | 6.03 | 291% |
| Returns for 3 years | 35.91 | 7.32 | 490% |
| Returns for 5 years | 55.54 | -16.01 | -347% |
| Returns for 10 years | 121.92 | -8.47 | -1,439% |
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