Interact to see
Advertisement
Advertisement
DFSVX vs ESPIX
DFSVX vs ESPIX Comparison
Open Charts DFSVX vs ESPIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Allspring Special Small Cap Value Adm
Price$40.22
Change-$0.05 (-0.12%)
VolumeN/A
Net Assets4.28B
DFSVX vs ESPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. ESPIX commentary
Sep 08, 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 ESPIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ESPIX (4.28B). DFSVX pays higher dividends than ESPIX: DFSVX (1.52) vs ESPIX (0.91). DFSVX was incepted earlier than ESPIX: DFSVX (33 years) vs ESPIX (29 years). ESPIX (1.34) is less costly to investors than DFSVX (0.31). ESPIX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ESPIX: DFSVX (0) vs ESPIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. ESPIX (-5.14). DFSVX return over 5 years is better than : 94.21 vs. ESPIX (36.53).
| DFSVX | ESPIX | DFSVX / ESPIX | |
| Total Expense Ratio | 0.31 | 1.34 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 6.765 | -0.124 | -5,449% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.28B | 393% |
| Annual Yield % from dividends | 1.52 | 0.91 | 167% |
| Returns for 1 year | 11.40 | -5.14 | -222% |
| Returns for 3 years | 35.36 | 10.85 | 326% |
| Returns for 5 years | 94.21 | 36.53 | 258% |
| Returns for 10 years | 64.86 | 52.77 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NBRCX | 27.05 | 0.10 | +0.37% |
| Neuberger Berman M/C Intrinsic Val C | |||
| PCMSX | 16.48 | 0.04 | +0.24% |
| Principal MidCap Value I R6 | |||
| ACSRX | 31.29 | -0.13 | -0.41% |
| Invesco Comstock R | |||
| JIISX | 84.47 | -0.35 | -0.41% |
| JPMorgan US Sustainable Leaders I | |||
| NWCFX | 67.83 | -0.30 | -0.44% |
| Nuveen Winslow Large-Cap Growth ESG R6 | |||