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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Kennedy Capital Small Cap Value Instl
Price$12.55
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets34.26M
DFSVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. KVALX (34.3M). DFSVX pays higher dividends than KVALX: DFSVX (1.67) vs KVALX (0.87). 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 : 10.60 vs. DFSVX (9.45).
| 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 | 1.067 | 3.377 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 34.3M | 46,939% |
| Annual Yield % from dividends | 1.67 | 0.87 | 191% |
| Returns for 1 year | 9.45 | 10.60 | 89% |
| Returns for 3 years | 32.84 | 36.27 | 91% |
| Returns for 5 years | 105.30 | N/A | - |
| Returns for 10 years | 45.10 | N/A | - |