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BRUSX vs DFSVX
BRUSX vs DFSVX Comparison
Open Charts BRUSX vs DFSVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
BRUSX vs DFSVX Comparison Chart in %
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BRUSX 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 BRUSX is a Hold and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. BRUSX (87.2M). DFSVX pays higher dividends than BRUSX: DFSVX (1.64) vs BRUSX (0.18). BRUSX was incepted earlier than DFSVX: BRUSX (31 years) vs DFSVX (32 years). BRUSX (1.24) is less costly to investors than DFSVX (0.31). BRUSX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BRUSX: DFSVX (0) vs BRUSX (2000). BRUSX annual gain was more profitable for investors over the last year : 13.48 vs. DFSVX (5.62). DFSVX return over 5 years is better than : 80.15 vs. BRUSX (30.65).
| BRUSX | DFSVX | BRUSX / DFSVX | |
| Total Expense Ratio | 1.24 | 0.31 | 400% |
| Annual Report Gross Expense Ratio | 1.24 | 0.31 | 400% |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | -1.340 | 1.483 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 16.1B | 1% |
| Annual Yield % from dividends | 0.18 | 1.64 | 11% |
| Returns for 1 year | 13.48 | 5.62 | 240% |
| Returns for 3 years | -3.44 | 16.09 | -21% |
| Returns for 5 years | 30.65 | 80.15 | 38% |
| Returns for 10 years | 21.20 | 50.63 | 42% |
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