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DFSVX vs DRISX
DFSVX vs DRISX Comparison
Open Charts DFSVX vs DRISX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
North Square Small Cap Value I
Price$16.78
Change-$0.37 (-2.16%)
VolumeN/A
Net Assets198.81M
DFSVX vs DRISX Comparison Chart
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DFSVX vs. DRISX commentary
Jun 15, 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 Hold and DRISX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. DRISX (199M). DRISX (1.73) and DFSVX (1.65) have matching dividends . DFSVX was incepted earlier than DRISX: DFSVX (32 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: 143.89 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 : 1.83 vs. DRISX (-22.06). DFSVX return over 5 years is better than : 86.94 vs. DRISX (13.02).
| DFSVX | DRISX | DFSVX / DRISX | |
| Total Expense Ratio | 0.31 | 1.05 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | -6.462 | -3.326 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 199M | 7,638% |
| Annual Yield % from dividends | 1.65 | 1.73 | 95% |
| Returns for 1 year | 1.83 | -22.06 | -8% |
| Returns for 3 years | 19.38 | -14.92 | -130% |
| Returns for 5 years | 86.94 | 13.02 | 668% |
| Returns for 10 years | 30.89 | -17.83 | -173% |
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