Interact to see
Advertisement
Advertisement
DFSVX vs OWLLX
DFSVX vs OWLLX Comparison
Open Charts DFSVX vs OWLLX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Channing Intrinsic Value Sm-Cp Instl
Price$11.61
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets9.69M
DFSVX vs OWLLX 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. OWLLX (9.69M). DFSVX pays higher dividends than OWLLX: DFSVX (1.52) vs OWLLX (0.43). DFSVX was incepted earlier than OWLLX: DFSVX (33 years) vs OWLLX (4 years). OWLLX (2.96) is less costly to investors than DFSVX (0.31). OWLLX is a more actively managed with annual turnover of: 48.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OWLLX: DFSVX (0) vs OWLLX (100000). DFSVX (11.40) and OWLLX (11.29) have marching annual gain over last year.
| DFSVX | OWLLX | DFSVX / OWLLX | |
| Total Expense Ratio | 0.31 | 0.95 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 2.96 | 10% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 6.765 | 6.319 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 9.69M | 173,303% |
| Annual Yield % from dividends | 1.52 | 0.43 | 355% |
| Returns for 1 year | 11.40 | 11.29 | 101% |
| Returns for 3 years | 35.36 | 40.79 | 87% |
| Returns for 5 years | 94.21 | N/A | - |
| Returns for 10 years | 64.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement