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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Kennedy Capital Small Cap Value Instl
Price$12.97
Change+$0.14 (+1.09%)
VolumeN/A
Net Assets36.3M
DFSVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. KVALX (36.3M). DFSVX pays higher dividends than KVALX: DFSVX (1.52) vs KVALX (0.81). DFSVX was incepted earlier than KVALX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. KVALX (4.11).
| 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 | 3 years | - |
| Gain YTD | 5.663 | 6.837 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 36.3M | 45,455% |
| Annual Yield % from dividends | 1.52 | 0.81 | 186% |
| Returns for 1 year | 6.87 | 4.11 | 167% |
| Returns for 3 years | 43.95 | 47.42 | 93% |
| Returns for 5 years | 108.39 | N/A | - |
| Returns for 10 years | 73.20 | N/A | - |