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DFSVX vs DRISX
DFSVX vs DRISX Comparison
Open Charts DFSVX vs DRISX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
North Square Small Cap Value I
Price$19.21
Change+$0.25 (+1.32%)
VolumeN/A
Net Assets183.53M
DFSVX vs DRISX Comparison Chart in %
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DFSVX vs. DRISX commentary
Sep 29, 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 DFSVX is a Buy and DRISX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. DRISX (184M). DRISX (1.55) and DFSVX (1.52) have matching dividends . DFSVX was incepted earlier than DRISX: DFSVX (33 years) vs DRISX (18 years). DRISX (1.05) is less costly to investors than DFSVX (0.31). DRISX is a more actively managed with annual turnover of: 46.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DRISX: DFSVX (0) vs DRISX (100000). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. DRISX (-14.94). DFSVX return over 5 years is better than : 108.39 vs. DRISX (26.52).
| DFSVX | DRISX | DFSVX / DRISX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 5.663 | 8.286 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 184M | 8,967% |
| Annual Yield % from dividends | 1.52 | 1.55 | 98% |
| Returns for 1 year | 6.87 | -14.94 | -46% |
| Returns for 3 years | 43.95 | 2.02 | 2,174% |
| Returns for 5 years | 108.39 | 26.52 | 409% |
| Returns for 10 years | 73.20 | 5.04 | 1,451% |
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