DFSTX
Price
$51.91
Change
+$0.16 (+0.31%)
Updated
Sep 5 closing price
Net Assets
17.15B
NAESX
Price
$122.44
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
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DFSTX vs NAESX

Header iconDFSTX vs NAESX Comparison
Open Charts DFSTX vs NAESXBanner chart's image
DFA US Small Cap I
Price$51.91
Change+$0.16 (+0.31%)
VolumeN/A
Net Assets17.15B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
DFSTX vs NAESX Comparison Chart in %
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DFSTX vs. NAESX commentary
Sep 08, 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 DFSTX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. DFSTX (17.2B). NAESX pays higher dividends than DFSTX: NAESX (1.20) vs DFSTX (1.05). DFSTX was incepted earlier than NAESX: DFSTX (33 years) vs NAESX (65 years). DFSTX (0.28) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than NAESX: DFSTX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. DFSTX (12.59). DFSTX return over 5 years is better than : 73.81 vs. NAESX (66.60).
DFSTXNAESXDFSTX / NAESX
Total Expense Ratio0.270.17159%
Annual Report Gross Expense Ratio0.280.17165%
Fund Existence33 years65 years-
Gain YTD6.7186.494103%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B161B11%
Annual Yield % from dividends1.051.2088%
Returns for 1 year12.5913.6292%
Returns for 3 years35.8139.2391%
Returns for 5 years73.8166.60111%
Returns for 10 years78.88132.3660%
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