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AUERX vs DFSVX
AUERX vs DFSVX Comparison
Open Charts AUERX vs DFSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
AUERX vs DFSVX Comparison Chart in %
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AUERX vs. DFSVX commentary
Jul 08, 2025
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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. AUERX (47.5M). DFSVX pays higher dividends than AUERX: DFSVX (1.67) vs AUERX (0.24). AUERX was incepted earlier than DFSVX: AUERX (18 years) vs DFSVX (32 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 (12.00). DFSVX has a lower initial minimum investment than AUERX: DFSVX (0) vs AUERX (2000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. AUERX (-11.55). AUERX return over 5 years is better than : 111.41 vs. DFSVX (105.30).
| 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 | 32 years | - |
| Gain YTD | 6.822 | 1.067 | 639% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 16.1B | 0% |
| Annual Yield % from dividends | 0.24 | 1.67 | 14% |
| Returns for 1 year | -11.55 | 9.45 | -122% |
| Returns for 3 years | 19.68 | 32.84 | 60% |
| Returns for 5 years | 111.41 | 105.30 | 106% |
| Returns for 10 years | 92.22 | 45.10 | 204% |
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