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DFSVX vs ESPCX
DFSVX vs ESPCX Comparison
Open Charts DFSVX vs ESPCX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Allspring Special Small Cap Value C
Price$31.30
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets3.86B
DFSVX vs ESPCX Comparison Chart in %
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DFSVX vs. ESPCX commentary
Oct 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 Hold and ESPCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. ESPCX (3.86B). DFSVX pays higher dividends than ESPCX: DFSVX (1.66) vs ESPCX (0.19). DFSVX was incepted earlier than ESPCX: DFSVX (33 years) vs ESPCX (25 years). ESPCX (1.99) is less costly to investors than DFSVX (0.31). ESPCX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ESPCX: DFSVX (0) vs ESPCX (1000). DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. ESPCX (-17.86). DFSVX return over 5 years is better than : 80.47 vs. ESPCX (17.68).
| DFSVX | ESPCX | DFSVX / ESPCX | |
| Total Expense Ratio | 0.31 | 1.99 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.99 | 16% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 2.475 | -7.259 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 3.86B | 411% |
| Annual Yield % from dividends | 1.66 | 0.19 | 888% |
| Returns for 1 year | 0.38 | -17.86 | -2% |
| Returns for 3 years | 28.43 | 1.23 | 2,306% |
| Returns for 5 years | 80.47 | 17.68 | 455% |
| Returns for 10 years | 55.60 | 24.85 | 224% |
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