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DFSVX vs FSCAX
DFSVX vs FSCAX Comparison
Open Charts DFSVX vs FSCAX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Nuveen Small Cap Value A
Price$31.75
Change+$0.24 (+0.76%)
VolumeN/A
Net Assets280.62M
DFSVX vs FSCAX Comparison Chart in %
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DFSVX vs. FSCAX commentary
Jul 07, 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 FSCAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FSCAX (281M). DFSVX pays higher dividends than FSCAX: DFSVX (1.67) vs FSCAX (1.33). DFSVX was incepted earlier than FSCAX: DFSVX (32 years) vs FSCAX (31 years). FSCAX (1.31) is less costly to investors than DFSVX (0.31). FSCAX is a more actively managed with annual turnover of: 23.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FSCAX: DFSVX (0) vs FSCAX (3000). FSCAX annual gain was more profitable for investors over the last year : 11.51 vs. DFSVX (9.45). DFSVX (105.30) and FSCAX (105.02) have equivalent 5 years return.
| DFSVX | FSCAX | DFSVX / FSCAX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.31 | 24% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 1.067 | 0.890 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 281M | 5,730% |
| Annual Yield % from dividends | 1.67 | 1.33 | 126% |
| Returns for 1 year | 9.45 | 11.51 | 82% |
| Returns for 3 years | 32.84 | 30.86 | 106% |
| Returns for 5 years | 105.30 | 105.02 | 100% |
| Returns for 10 years | 45.10 | 66.09 | 68% |
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