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DFSVX vs ESPAX
DFSVX vs ESPAX Comparison
Open Charts DFSVX vs ESPAX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Allspring Special Small Cap Value A
Price$38.77
Change-$0.13 (-0.33%)
VolumeN/A
Net Assets4.28B
DFSVX vs ESPAX Comparison Chart in %
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DFSVX vs. ESPAX commentary
Sep 09, 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 ESPAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ESPAX (4.28B). DFSVX pays higher dividends than ESPAX: DFSVX (1.52) vs ESPAX (0.87). DFSVX was incepted earlier than ESPAX: DFSVX (33 years) vs ESPAX (32 years). ESPAX (1.41) is less costly to investors than DFSVX (0.31). ESPAX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ESPAX: DFSVX (0) vs ESPAX (1000). DFSVX annual gain was more profitable for investors over the last year : 13.14 vs. ESPAX (-4.61). DFSVX return over 5 years is better than : 97.58 vs. ESPAX (37.62).
| DFSVX | ESPAX | DFSVX / ESPAX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.41 | 22% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 6.557 | -0.513 | -1,278% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.28B | 393% |
| Annual Yield % from dividends | 1.52 | 0.87 | 175% |
| Returns for 1 year | 13.14 | -4.61 | -285% |
| Returns for 3 years | 30.06 | 5.57 | 540% |
| Returns for 5 years | 97.58 | 37.62 | 259% |
| Returns for 10 years | 66.51 | 51.15 | 130% |
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