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DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$11.94
Change-$0.16 (-1.32%)
VolumeN/A
Net Assets96.19M
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
DCSVX vs DFSVX Comparison Chart in %
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DCSVX vs. DFSVX commentary
Nov 14, 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 (96.2M). DFSVX pays higher dividends than DCSVX: DFSVX (1.69) 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 : -1.72 vs. DCSVX (-13.54). DFSVX return over 5 years is better than : 70.67 vs. DCSVX (6.64).
| 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 | 5.954 | 4.670 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 15.9B | 1% |
| Annual Yield % from dividends | 0.04 | 1.69 | 2% |
| Returns for 1 year | -13.54 | -1.72 | 787% |
| Returns for 3 years | -7.88 | 20.64 | -38% |
| Returns for 5 years | 6.64 | 70.67 | 9% |
| Returns for 10 years | -6.37 | 63.06 | -10% |
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