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DFSVX vs DRISX
DFSVX vs DRISX Comparison
Open Charts DFSVX vs DRISX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
North Square Small Cap Value I
Price$18.11
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets174.57M
DFSVX vs DRISX Comparison Chart in %
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DFSVX vs. DRISX commentary
Jul 27, 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: 16B vs. DRISX (175M). DRISX (1.67) and DFSVX (1.67) 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 : 0.60 vs. DRISX (-23.42). DFSVX return over 5 years is better than : 94.25 vs. DRISX (16.37).
| 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 | 0.901 | 2.086 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 175M | 9,143% |
| Annual Yield % from dividends | 1.67 | 1.67 | 100% |
| Returns for 1 year | 0.60 | -23.42 | -3% |
| Returns for 3 years | 27.09 | -11.64 | -233% |
| Returns for 5 years | 94.25 | 16.37 | 576% |
| Returns for 10 years | 50.73 | -8.04 | -631% |
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