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DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Kennedy Capital Small Cap Value Instl
Price$13.85
Change+$1.07 (+8.37%)
VolumeN/A
Net Assets73.17M
DFSVX vs KVALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. KVALX (73.2M). DFSVX pays higher dividends than KVALX: DFSVX (1.58) vs KVALX (0.43). 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 (7.00). 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 : 17.52 vs. KVALX (12.46).
| 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 | 9.431 | 10.978 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 73.2M | 24,454% |
| Annual Yield % from dividends | 1.58 | 0.43 | 370% |
| Returns for 1 year | 17.52 | 12.46 | 141% |
| Returns for 3 years | 35.91 | 28.58 | 126% |
| Returns for 5 years | 55.54 | N/A | - |
| Returns for 10 years | 121.92 | N/A | - |
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