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DFSVX vs DVZRX
DFSVX vs DVZRX Comparison
Open Charts DFSVX vs DVZRX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Nomura Small Cap Value R6
Price$73.04
Change+$0.37 (+0.51%)
VolumeN/A
Net Assets3.64B
DFSVX vs DVZRX Comparison Chart in %
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DFSVX vs. DVZRX commentary
Feb 04, 2026
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 DVZRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. DVZRX (3.64B). DFSVX pays higher dividends than DVZRX: DFSVX (1.58) vs DVZRX (1.37). DFSVX was incepted earlier than DVZRX: DFSVX (33 years) vs DVZRX (10 years). DVZRX (0.70) is less costly to investors than DFSVX (0.31). DVZRX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (7.00). DFSVX (0) and DVZRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. DVZRX (3.07). DFSVX return over 5 years is better than : 55.54 vs. DVZRX (12.13).
| DFSVX | DVZRX | DFSVX / DVZRX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.70 | 44% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 9.431 | 8.755 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 3.64B | 492% |
| Annual Yield % from dividends | 1.58 | 1.37 | 116% |
| Returns for 1 year | 17.52 | 3.07 | 571% |
| Returns for 3 years | 35.91 | -0.57 | -6,306% |
| Returns for 5 years | 55.54 | 12.13 | 458% |
| Returns for 10 years | 121.92 | N/A | - |
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