Interact to see
Advertisement
Advertisement
DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$11.85
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets93.98M
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
DCSVX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DCSVX vs. DFSVX commentary
Oct 18, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. DCSVX (94M). DFSVX pays higher dividends than DCSVX: DFSVX (1.66) vs DCSVX (0.04). DCSVX was incepted earlier than DFSVX: DCSVX (21 years) vs DFSVX (33 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 : 0.38 vs. DCSVX (-12.51). DFSVX return over 5 years is better than : 80.47 vs. DCSVX (11.71).
| 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 | 33 years | - |
| Gain YTD | 3.765 | 2.475 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 15.9B | 1% |
| Annual Yield % from dividends | 0.04 | 1.66 | 2% |
| Returns for 1 year | -12.51 | 0.38 | -3,269% |
| Returns for 3 years | -1.71 | 28.43 | -6% |
| Returns for 5 years | 11.71 | 80.47 | 15% |
| Returns for 10 years | -9.56 | 55.60 | -17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement