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DFSVX vs ESPAX
DFSVX vs ESPAX Comparison
Open Charts DFSVX vs ESPAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Allspring Special Small Cap Value A
Price$37.64
Change-$0.34 (-0.90%)
VolumeN/A
Net Assets4.24B
DFSVX vs ESPAX Comparison Chart in %
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DFSVX vs. ESPAX commentary
Aug 19, 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 StrongBuy and ESPAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ESPAX (4.24B). DFSVX pays higher dividends than ESPAX: DFSVX (1.64) vs ESPAX (0.92). DFSVX was incepted earlier than ESPAX: DFSVX (32 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 : 5.62 vs. ESPAX (-8.61). DFSVX return over 5 years is better than : 80.15 vs. ESPAX (28.47).
| DFSVX | ESPAX | DFSVX / ESPAX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.41 | 22% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 1.483 | -3.413 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 4.24B | 380% |
| Annual Yield % from dividends | 1.64 | 0.92 | 179% |
| Returns for 1 year | 5.62 | -8.61 | -65% |
| Returns for 3 years | 16.09 | -4.39 | -367% |
| Returns for 5 years | 80.15 | 28.47 | 282% |
| Returns for 10 years | 50.63 | 39.12 | 129% |
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