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DFSVX vs DRSVX
DFSVX vs DRSVX Comparison
Open Charts DFSVX vs DRSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
North Square Small Cap Value Investor
Price$17.88
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets173.84M
DFSVX vs DRSVX Comparison Chart in %
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DFSVX vs. DRSVX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. DRSVX (174M). 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 : 9.45 vs. DRSVX (-18.37). DFSVX return over 5 years is better than : 105.30 vs. DRSVX (19.14).
| 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 | 1.067 | 1.361 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 174M | 9,253% |
| Annual Yield % from dividends | 1.67 | 1.40 | 119% |
| Returns for 1 year | 9.45 | -18.37 | -51% |
| Returns for 3 years | 32.84 | -8.81 | -373% |
| Returns for 5 years | 105.30 | 19.14 | 550% |
| Returns for 10 years | 45.10 | -13.93 | -324% |
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