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AUERX vs DFSVX
AUERX vs DFSVX Comparison
Open Charts AUERX vs DFSVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
AUERX vs DFSVX Comparison Chart
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AUERX vs. DFSVX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. AUERX (46.6M). DFSVX pays higher dividends than AUERX: DFSVX (1.65) vs AUERX (0.25). AUERX was incepted earlier than DFSVX: AUERX (17 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 : 1.83 vs. AUERX (-13.57). AUERX return over 5 years is better than : 108.61 vs. DFSVX (86.94).
| AUERX | DFSVX | AUERX / DFSVX | |
| Total Expense Ratio | 1.99 | 0.31 | 642% |
| Annual Report Gross Expense Ratio | 1.99 | 0.31 | 642% |
| Fund Existence | 17 years | 32 years | - |
| Gain YTD | 5.097 | -6.462 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.6M | 14.9B | 0% |
| Annual Yield % from dividends | 0.25 | 1.65 | 15% |
| Returns for 1 year | -13.57 | 1.83 | -741% |
| Returns for 3 years | 9.13 | 19.38 | 47% |
| Returns for 5 years | 108.61 | 86.94 | 125% |
| Returns for 10 years | 82.30 | 30.89 | 266% |
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