Interact to see
Advertisement
Advertisement
DFSVX vs KVALX
DFSVX vs KVALX Comparison
Open Charts DFSVX vs KVALX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Kennedy Capital Small Cap Value Instl
Price$12.83
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets68.93M
DFSVX vs KVALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. KVALX (68.9M). 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 : 9.08 vs. KVALX (4.99).
| 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 | 9.664 | 5.684 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 68.9M | 24,383% |
| Annual Yield % from dividends | 1.62 | 0.82 | 199% |
| Returns for 1 year | 9.08 | 4.99 | 182% |
| Returns for 3 years | 39.53 | 32.69 | 121% |
| Returns for 5 years | 62.40 | N/A | - |
| Returns for 10 years | 79.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SAGP | 35.27 | 0.13 | +0.37% |
| Strategas Global Policy Opp ETF | |||
| LCTU | 75.03 | 0.24 | +0.32% |
| iShares US Carb Trnstn Rdnss Awr Act ETF | |||
| USSE | 34.06 | 0.07 | +0.19% |
| Segall Bryant & Hamill Select Equity ETF | |||
| KJUN | 28.04 | N/A | N/A |
| Innovator U.S. Small Cp Pwr Buf ETF -Jun | |||
| RKLX | 56.34 | -0.33 | -0.58% |
| Defiance Daily Target 2X Long RKLB ETF | |||