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AUERX vs DFSVX
AUERX vs DFSVX Comparison
Open Charts AUERX vs DFSVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
AUERX vs DFSVX Comparison Chart in %
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AUERX vs. DFSVX commentary
Aug 18, 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 StrongBuy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. AUERX (49.9M). DFSVX pays higher dividends than AUERX: DFSVX (1.64) 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 : 5.62 vs. AUERX (-10.86). AUERX return over 5 years is better than : 95.17 vs. DFSVX (80.15).
| 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 | 12.519 | 1.483 | 844% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 16.1B | 0% |
| Annual Yield % from dividends | 0.24 | 1.64 | 15% |
| Returns for 1 year | -10.86 | 5.62 | -193% |
| Returns for 3 years | 7.55 | 16.09 | 47% |
| Returns for 5 years | 95.17 | 80.15 | 119% |
| Returns for 10 years | 115.72 | 50.63 | 229% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AUGP | 29.76 | -0.06 | -0.19% |
| PGIM S&P 500 Buffer 12 ETF - Aug | |||
| BAMD | 31.15 | -0.08 | -0.26% |
| Brookstone Dividend Stock ETF | |||
| PSIL | 16.22 | -0.05 | -0.31% |
| AdvisorShares Psychedelics ETF | |||
| FUTY | 55.22 | -0.18 | -0.32% |
| Fidelity MSCI Utilities ETF | |||
| EFR | 11.68 | -0.09 | -0.74% |
| Eaton Vance Senior Floating-Rate Fund | |||