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DFSVX vs KSMVX
DFSVX vs KSMVX Comparison
Open Charts DFSVX vs KSMVX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Keeley Gabelli SMID Cap Value A
Price$9.74
Change+$0.12 (+1.25%)
VolumeN/A
Net Assets26.91M
DFSVX vs KSMVX Comparison Chart in %
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DFSVX vs. KSMVX commentary
Dec 04, 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 Buy and KSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. KSMVX (26.9M). DFSVX pays higher dividends than KSMVX: DFSVX (1.62) vs KSMVX (0.78). 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: 26.00 vs. DFSVX (12.00). 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 : -1.41 vs. KSMVX (-10.13). DFSVX return over 5 years is better than : 64.61 vs. KSMVX (-8.71).
| 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 | 7.303 | 10.274 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 26.9M | 62,082% |
| Annual Yield % from dividends | 1.62 | 0.78 | 207% |
| Returns for 1 year | -1.41 | -10.13 | 14% |
| Returns for 3 years | 21.80 | 1.75 | 1,243% |
| Returns for 5 years | 64.61 | -8.71 | -742% |
| Returns for 10 years | 61.86 | -22.14 | -279% |
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