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DASVX vs DFSVX
DASVX vs DFSVX Comparison
Open Charts DASVX vs DFSVX
Dunham Small Cap Value A
Price$16.00
Change+$0.30 (+1.91%)
VolumeN/A
Net Assets99.17M
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
DASVX vs DFSVX Comparison Chart in %
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DASVX vs. DFSVX commentary
Dec 05, 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: 16.7B vs. DASVX (99.2M). DFSVX pays higher dividends than DASVX: DFSVX (1.62) vs DASVX (0.38). 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 : 0.82 vs. DASVX (-9.18). DFSVX return over 5 years is better than : 62.61 vs. DASVX (12.64).
| 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 | 10.117 | 8.912 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.2M | 16.7B | 1% |
| Annual Yield % from dividends | 0.38 | 1.62 | 24% |
| Returns for 1 year | -9.18 | 0.82 | -1,114% |
| Returns for 3 years | 1.56 | 23.63 | 7% |
| Returns for 5 years | 12.64 | 62.61 | 20% |
| Returns for 10 years | 13.81 | 64.29 | 21% |
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