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DASVX vs DFSVX
DASVX vs DFSVX Comparison
Open Charts DASVX vs DFSVX
Dunham Small Cap Value A
Price$15.48
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets95.63M
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
DASVX vs DFSVX Comparison Chart in %
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DASVX vs. DFSVX commentary
Sep 28, 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 DASVX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. DASVX (95.6M). DFSVX pays higher dividends than DASVX: DFSVX (1.52) vs DASVX (0.39). DASVX was incepted earlier than DFSVX: DASVX (19 years) vs DFSVX (33 years). DASVX (1.48) is less costly to investors than DFSVX (0.31). DASVX is a more actively managed with annual turnover of: 159.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DASVX: DFSVX (0) vs DASVX (5000). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. DASVX (-5.63). DFSVX return over 5 years is better than : 108.39 vs. DASVX (40.99).
| DASVX | DFSVX | DASVX / DFSVX | |
| Total Expense Ratio | 1.48 | 0.31 | 477% |
| Annual Report Gross Expense Ratio | 1.48 | 0.31 | 477% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 6.538 | 5.663 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.6M | 16.5B | 1% |
| Annual Yield % from dividends | 0.39 | 1.52 | 26% |
| Returns for 1 year | -5.63 | 6.87 | -82% |
| Returns for 3 years | 16.63 | 43.95 | 38% |
| Returns for 5 years | 40.99 | 108.39 | 38% |
| Returns for 10 years | 19.79 | 73.20 | 27% |
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