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DFSVX vs DRSVX
DFSVX vs DRSVX Comparison
Open Charts DFSVX vs DRSVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
North Square Small Cap Value Investor
Price$16.67
Change-$0.37 (-2.17%)
VolumeN/A
Net Assets164.36M
DFSVX vs DRSVX Comparison Chart
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DFSVX vs. DRSVX 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 DRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DRSVX (164M). DFSVX pays higher dividends than DRSVX: DFSVX (1.65) vs DRSVX (1.45). DFSVX was incepted earlier than DRSVX: DFSVX (32 years) vs DRSVX (21 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 : 1.83 vs. DRSVX (-23.99). DFSVX return over 5 years is better than : 86.94 vs. DRSVX (8.99).
| 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 | 21 years | - |
| Gain YTD | -6.462 | -5.499 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 164M | 9,085% |
| Annual Yield % from dividends | 1.65 | 1.45 | 114% |
| Returns for 1 year | 1.83 | -23.99 | -8% |
| Returns for 3 years | 19.38 | -17.51 | -111% |
| Returns for 5 years | 86.94 | 8.99 | 967% |
| Returns for 10 years | 30.89 | -21.65 | -143% |
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