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AUERX vs DFSVX
AUERX vs DFSVX Comparison
Open Charts AUERX vs DFSVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
AUERX vs DFSVX Comparison Chart in %
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AUERX vs. DFSVX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AUERX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. AUERX (66.3M). DFSVX pays higher dividends than AUERX: DFSVX (1.58) vs AUERX (0.06). AUERX was incepted earlier than DFSVX: AUERX (18 years) vs DFSVX (33 years). AUERX (1.99) is less costly to investors than DFSVX (0.31). AUERX is a more actively managed with annual turnover of: 146.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than AUERX: DFSVX (0) vs AUERX (2000). AUERX annual gain was more profitable for investors over the last year : 24.01 vs. DFSVX (17.52). AUERX return over 5 years is better than : 74.32 vs. DFSVX (55.54).
| AUERX | DFSVX | AUERX / DFSVX | |
| Total Expense Ratio | 1.99 | 0.31 | 642% |
| Annual Report Gross Expense Ratio | 1.99 | 0.31 | 642% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 6.150 | 9.431 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 17.9B | 0% |
| Annual Yield % from dividends | 0.06 | 1.58 | 4% |
| Returns for 1 year | 24.01 | 17.52 | 137% |
| Returns for 3 years | 20.60 | 35.91 | 57% |
| Returns for 5 years | 74.32 | 55.54 | 134% |
| Returns for 10 years | 194.41 | 121.92 | 159% |
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