DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
SWSSX
Price
$39.71
Change
-$0.24 (-0.60%)
Updated
Oct 17 closing price
Net Assets
7.11B
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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$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
Schwab Small Cap Index
Price$39.71
Change-$0.24 (-0.60%)
VolumeN/A
Net Assets7.11B
DFSTX vs SWSSX Comparison Chart in %
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DFSTX vs. SWSSX commentary
Oct 19, 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 Hold and SWSSX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. SWSSX (7.11B). SWSSX pays higher dividends than DFSTX: SWSSX (1.50) vs DFSTX (1.07). DFSTX was incepted earlier than SWSSX: DFSTX (34 years) vs SWSSX (28 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 (6.00). DFSTX (0) and SWSSX (0) have matching initial minimum investment requirements. SWSSX annual gain was more profitable for investors over the last year : 9.04 vs. DFSTX (3.09). DFSTX return over 5 years is better than : 62.62 vs. SWSSX (44.56).
DFSTXSWSSXDFSTX / SWSSX
Total Expense Ratio0.270.04675%
Annual Report Gross Expense Ratio0.280.04700%
Fund Existence34 years28 years-
Gain YTD4.89311.20144%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B7.11B236%
Annual Yield % from dividends1.071.5071%
Returns for 1 year3.099.0434%
Returns for 3 years34.0644.8076%
Returns for 5 years62.6244.56141%
Returns for 10 years73.6064.81114%
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