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DFSTX vs NSMVX
DFSTX vs NSMVX Comparison
Open Charts DFSTX vs NSMVX
North Star Micro Cap I
Price$39.88
Change-$0.49 (-1.21%)
VolumeN/A
Net Assets107.91M
DFSTX vs NSMVX Comparison Chart in %
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DFSTX vs. NSMVX 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 DFSTX is a Buy and NSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. NSMVX (108M). DFSTX pays higher dividends than NSMVX: DFSTX (1.08) vs NSMVX (0.75). DFSTX was incepted earlier than NSMVX: DFSTX (34 years) vs NSMVX (12 years). NSMVX (1.34) is less costly to investors than DFSTX (0.28). NSMVX is a more actively managed with annual turnover of: 26.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than NSMVX: DFSTX (0) vs NSMVX (5000). DFSTX annual gain was more profitable for investors over the last year : -1.42 vs. NSMVX (-6.94). DFSTX return over 5 years is better than : 52.16 vs. NSMVX (22.75).
| DFSTX | NSMVX | DFSTX / NSMVX | |
| Total Expense Ratio | 0.27 | 1.34 | 20% |
| Annual Report Gross Expense Ratio | 0.28 | 1.34 | 21% |
| Fund Existence | 34 years | 12 years | - |
| Gain YTD | 4.130 | -3.444 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 108M | 15,370% |
| Annual Yield % from dividends | 1.08 | 0.75 | 145% |
| Returns for 1 year | -1.42 | -6.94 | 20% |
| Returns for 3 years | 24.60 | 29.76 | 83% |
| Returns for 5 years | 52.16 | 22.75 | 229% |
| Returns for 10 years | 73.35 | 74.34 | 99% |
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