Interact to see
Advertisement
Advertisement
DFSVX vs DRSVX
DFSVX vs DRSVX Comparison
Open Charts DFSVX vs DRSVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
North Square Small Cap Value Investor
Price$17.98
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets174.57M
DFSVX vs DRSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. DRSVX commentary
Jul 28, 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 DRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. DRSVX (175M). DFSVX pays higher dividends than DRSVX: DFSVX (1.67) vs DRSVX (1.40). DFSVX was incepted earlier than DRSVX: DFSVX (32 years) vs DRSVX (22 years). DRSVX (1.30) is less costly to investors than DFSVX (0.31). DRSVX is a more actively managed with annual turnover of: 143.89 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DRSVX: DFSVX (0) vs DRSVX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. DRSVX (-23.72). DFSVX return over 5 years is better than : 94.25 vs. DRSVX (14.61).
| DFSVX | DRSVX | DFSVX / DRSVX | |
| Total Expense Ratio | 0.31 | 1.30 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.30 | 24% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.901 | 1.927 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 175M | 9,143% |
| Annual Yield % from dividends | 1.67 | 1.40 | 119% |
| Returns for 1 year | 0.60 | -23.72 | -3% |
| Returns for 3 years | 27.09 | -12.46 | -217% |
| Returns for 5 years | 94.25 | 14.61 | 645% |
| Returns for 10 years | 50.73 | -10.38 | -489% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| QCACX | 44.54 | 0.25 | +0.56% |
| Federated Hermes MDT All Cap Core C | |||
| GCPCX | 20.34 | 0.04 | +0.20% |
| Gateway Equity Call Premium C | |||
| ACSDX | 31.27 | 0.03 | +0.10% |
| Invesco Comstock Y | |||
| WCMGX | 31.65 | -0.02 | -0.06% |
| First Trust WCM Focused Global Gr Inst | |||
| VLPAX | 16.28 | -0.08 | -0.49% |
| Virtus Duff & Phelps Sel MLP & Engy A | |||