DFSTX
Price
$55.40
Change
+$0.25 (+0.45%)
Updated
Jan 14 closing price
Net Assets
18.08B
SMLKX
Price
$21.14
Change
+$0.12 (+0.57%)
Updated
Jan 14 closing price
Net Assets
53.55M
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DFSTX vs SMLKX

Header iconDFSTX vs SMLKX Comparison
Open Charts DFSTX vs SMLKXBanner chart's image
DFA US Small Cap I
Price$55.40
Change+$0.25 (+0.45%)
VolumeN/A
Net Assets18.08B
Shelton S&P Smallcap Index K
Price$21.14
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets53.55M
DFSTX vs SMLKX Comparison Chart in %
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DFSTX vs. SMLKX commentary
Jan 15, 2026

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 Hold and SMLKX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SMLKX (53.6M). DFSTX pays higher dividends than SMLKX: DFSTX (1.08) vs SMLKX (0.39). DFSTX was incepted earlier than SMLKX: DFSTX (34 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than DFSTX (0.28). SMLKX is a more actively managed with annual turnover of: 20.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than SMLKX: DFSTX (0) vs SMLKX (1000). DFSTX annual gain was more profitable for investors over the last year : 13.84 vs. SMLKX (1.87). DFSTX return over 5 years is better than : 40.65 vs. SMLKX (-9.08).
DFSTXSMLKXDFSTX / SMLKX
Total Expense Ratio0.271.4119%
Annual Report Gross Expense Ratio0.281.4120%
Fund Existence34 years22 years-
Gain YTD5.9685.806103%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B53.6M33,769%
Annual Yield % from dividends1.080.39273%
Returns for 1 year13.841.87740%
Returns for 3 years39.224.64845%
Returns for 5 years40.65-9.08-448%
Returns for 10 years127.8232.34395%
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