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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Kennedy Capital Small Cap Value Instl
Price$13.14
Change+$0.21 (+1.62%)
VolumeN/A
Net Assets68.14M
DFSVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. KVALX (68.1M). DFSVX pays higher dividends than KVALX: DFSVX (1.62) vs KVALX (0.82). DFSVX was incepted earlier than KVALX: DFSVX (33 years) vs KVALX (4 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). DFSVX annual gain was more profitable for investors over the last year : 0.82 vs. KVALX (-4.90).
| DFSVX | KVALX | DFSVX / KVALX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 8.912 | 8.237 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 68.1M | 24,523% |
| Annual Yield % from dividends | 1.62 | 0.82 | 199% |
| Returns for 1 year | 0.82 | -4.90 | -17% |
| Returns for 3 years | 23.63 | 25.44 | 93% |
| Returns for 5 years | 62.61 | N/A | - |
| Returns for 10 years | 64.29 | N/A | - |
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