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DASVX vs DFSVX
DASVX vs DFSVX Comparison
Open Charts DASVX vs DFSVX
Dunham Small Cap Value A
Price$14.56
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets99.67M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DASVX vs DFSVX Comparison Chart in %
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DASVX vs. DFSVX commentary
Jul 06, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. DASVX (99.7M). DFSVX pays higher dividends than DASVX: DFSVX (1.67) vs DASVX (0.42). DASVX was incepted earlier than DFSVX: DASVX (19 years) vs DFSVX (32 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 : 9.45 vs. DASVX (-4.82). DFSVX return over 5 years is better than : 105.30 vs. DASVX (32.25).
| 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 | 32 years | - |
| Gain YTD | 0.206 | 1.067 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 16.1B | 1% |
| Annual Yield % from dividends | 0.42 | 1.67 | 25% |
| Returns for 1 year | -4.82 | 9.45 | -51% |
| Returns for 3 years | 1.43 | 32.84 | 4% |
| Returns for 5 years | 32.25 | 105.30 | 31% |
| Returns for 10 years | 1.80 | 45.10 | 4% |
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