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BRUSX vs DFSVX
BRUSX vs DFSVX Comparison
Open Charts BRUSX vs DFSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
BRUSX vs DFSVX Comparison Chart in %
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BRUSX vs. DFSVX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. BRUSX (90M). DFSVX pays higher dividends than BRUSX: DFSVX (1.67) 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 : 22.50 vs. DFSVX (9.45). DFSVX return over 5 years is better than : 105.30 vs. BRUSX (52.65).
| 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 | 1.066 | 1.067 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90M | 16.1B | 1% |
| Annual Yield % from dividends | 0.18 | 1.67 | 11% |
| Returns for 1 year | 22.50 | 9.45 | 238% |
| Returns for 3 years | 13.04 | 32.84 | 40% |
| Returns for 5 years | 52.65 | 105.30 | 50% |
| Returns for 10 years | 16.88 | 45.10 | 37% |
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