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DFSVX vs ESPCX
DFSVX vs ESPCX Comparison
Open Charts DFSVX vs ESPCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Allspring Special Small Cap Value C
Price$32.44
Change-$0.31 (-0.95%)
VolumeN/A
Net Assets4.24B
DFSVX vs ESPCX Comparison Chart in %
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DFSVX vs. ESPCX commentary
Aug 18, 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 ESPCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ESPCX (4.24B). DFSVX pays higher dividends than ESPCX: DFSVX (1.64) vs ESPCX (0.19). DFSVX was incepted earlier than ESPCX: DFSVX (32 years) vs ESPCX (25 years). ESPCX (2.16) 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 : 5.62 vs. ESPCX (-10.46). DFSVX return over 5 years is better than : 80.15 vs. ESPCX (21.33).
| DFSVX | ESPCX | DFSVX / ESPCX | |
| Total Expense Ratio | 0.31 | 2.16 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.16 | 14% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 1.483 | -3.881 | -38% |
| Front Load | N/A | N/A | - |
| 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 | 0.19 | 871% |
| Returns for 1 year | 5.62 | -10.46 | -54% |
| Returns for 3 years | 16.09 | -7.95 | -202% |
| Returns for 5 years | 80.15 | 21.33 | 376% |
| Returns for 10 years | 50.63 | 25.89 | 196% |
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