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DFSVX vs RBVAX
DFSVX vs RBVAX Comparison
Open Charts DFSVX vs RBVAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
DFSVX vs RBVAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. RBVAX (4.44M). DFSVX pays higher dividends than RBVAX: DFSVX (1.64) vs RBVAX (0.80). DFSVX was incepted earlier than RBVAX: DFSVX (32 years) vs RBVAX (5 years). RBVAX (37.04) is less costly to investors than DFSVX (0.31). RBVAX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RBVAX: DFSVX (0) vs RBVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. RBVAX (-2.52).
| DFSVX | RBVAX | DFSVX / RBVAX | |
| Total Expense Ratio | 0.31 | 1.11 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 37.04 | 1% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 1.483 | -4.481 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 4.44M | 362,776% |
| Annual Yield % from dividends | 1.64 | 0.80 | 206% |
| Returns for 1 year | 5.62 | -2.52 | -223% |
| Returns for 3 years | 16.09 | 9.23 | 174% |
| Returns for 5 years | 80.15 | N/A | - |
| Returns for 10 years | 50.63 | N/A | - |
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