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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Kennedy Capital Small Cap Value Instl
Price$11.76
Change-$0.20 (-1.67%)
VolumeN/A
Net Assets32.29M
DFSVX vs KVALX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. KVALX (32.3M). DFSVX pays higher dividends than KVALX: DFSVX (1.65) vs KVALX (0.91). DFSVX was incepted earlier than KVALX: DFSVX (32 years) vs KVALX (3 years). KVALX (1.84) is less costly to investors than DFSVX (0.31). KVALX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than KVALX: DFSVX (0) vs KVALX (5000). KVALX annual gain was more profitable for investors over the last year : 3.82 vs. DFSVX (1.83).
| DFSVX | KVALX | DFSVX / KVALX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 32 years | 3 years | - |
| Gain YTD | -6.462 | -3.130 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 32.3M | 46,130% |
| Annual Yield % from dividends | 1.65 | 0.91 | 181% |
| Returns for 1 year | 1.83 | 3.82 | 48% |
| Returns for 3 years | 19.38 | 26.34 | 74% |
| Returns for 5 years | 86.94 | N/A | - |
| Returns for 10 years | 30.89 | N/A | - |
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