Interact to see
Advertisement
Advertisement
DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets96.06M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
DCSVX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCSVX vs. DFSVX commentary
Jun 16, 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 DCSVX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DCSVX (96.1M). DFSVX pays higher dividends than DCSVX: DFSVX (1.65) vs DCSVX (0.04). DCSVX was incepted earlier than DFSVX: DCSVX (21 years) vs DFSVX (32 years). DCSVX (2.24) is less costly to investors than DFSVX (0.31). DCSVX is a more actively managed with annual turnover of: 159.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DCSVX: DFSVX (0) vs DCSVX (5000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. DCSVX (-13.86). DFSVX return over 5 years is better than : 86.94 vs. DCSVX (10.92).
| DCSVX | DFSVX | DCSVX / DFSVX | |
| Total Expense Ratio | 2.24 | 0.31 | 723% |
| Annual Report Gross Expense Ratio | 2.24 | 0.31 | 723% |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -6.655 | -6.462 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 14.9B | 1% |
| Annual Yield % from dividends | 0.04 | 1.65 | 2% |
| Returns for 1 year | -13.86 | 1.83 | -757% |
| Returns for 3 years | -12.95 | 19.38 | -67% |
| Returns for 5 years | 10.92 | 86.94 | 13% |
| Returns for 10 years | -22.03 | 30.89 | -71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PEO | 21.78 | 0.43 | +2.01% |
| Adams Natural Resources Fund | |||
| BITI | 20.13 | 0.32 | +1.62% |
| ProShares Shrt Bitcoin ETF | |||
| ZDEK | 24.22 | -0.12 | -0.49% |
| Innovator Equity Defined Prt ETF -1YrDec | |||
| EXG | 8.68 | -0.07 | -0.80% |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | |||
| DEHP | 27.34 | -0.36 | -1.30% |
| Dimensional Em Mkts High Prof ETF | |||