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DFSVX vs ESPIX
DFSVX vs ESPIX Comparison
Open Charts DFSVX vs ESPIX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Allspring Special Small Cap Value Adm
Price$37.59
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets3.85B
DFSVX vs ESPIX Comparison Chart in %
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DFSVX vs. ESPIX commentary
Oct 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 Hold and ESPIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. ESPIX (3.86B). DFSVX pays higher dividends than ESPIX: DFSVX (1.66) vs ESPIX (0.95). DFSVX was incepted earlier than ESPIX: DFSVX (33 years) vs ESPIX (29 years). ESPIX (1.17) 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 : 0.38 vs. ESPIX (-15.88). DFSVX return over 5 years is better than : 80.47 vs. ESPIX (25.73).
| DFSVX | ESPIX | DFSVX / ESPIX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 2.475 | -6.655 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 3.86B | 412% |
| Annual Yield % from dividends | 1.66 | 0.95 | 175% |
| Returns for 1 year | 0.38 | -15.88 | -2% |
| Returns for 3 years | 28.43 | 5.81 | 490% |
| Returns for 5 years | 80.47 | 25.73 | 313% |
| Returns for 10 years | 55.60 | 40.20 | 138% |
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