DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
SWSSX
Price
$42.51
Change
+$2.53 (+6.33%)
Updated
Feb 3 closing price
Net Assets
7.77B
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DFSTX vs SWSSX

Header iconDFSTX vs SWSSX Comparison
Open Charts DFSTX vs SWSSXBanner chart's image
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
Schwab Small Cap Index
Price$42.51
Change+$2.53 (+6.33%)
VolumeN/A
Net Assets7.77B
DFSTX vs SWSSX Comparison Chart in %
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DFSTX vs. SWSSX commentary
Feb 04, 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 SWSSX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. SWSSX (7.77B). SWSSX pays higher dividends than DFSTX: SWSSX (1.22) vs DFSTX (1.02). DFSTX was incepted earlier than SWSSX: DFSTX (34 years) vs SWSSX (29 years). DFSTX (0.28) is less costly to investors than SWSSX (0.04). SWSSX is a more actively managed with annual turnover of: 15.00 vs. DFSTX (5.00). DFSTX (0) and SWSSX (0) have matching initial minimum investment requirements. SWSSX annual gain was more profitable for investors over the last year : 18.91 vs. DFSTX (13.21). DFSTX return over 5 years is better than : 38.07 vs. SWSSX (18.37).
DFSTXSWSSXDFSTX / SWSSX
Total Expense Ratio0.270.04675%
Annual Report Gross Expense Ratio0.280.04700%
Fund Existence34 years29 years-
Gain YTD6.7526.755100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B7.77B233%
Annual Yield % from dividends1.021.2284%
Returns for 1 year13.2118.9170%
Returns for 3 years33.6439.4685%
Returns for 5 years38.0718.37207%
Returns for 10 years131.31122.92107%
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