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DFSVX vs FSCAX
DFSVX vs FSCAX Comparison
Open Charts DFSVX vs FSCAX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Nuveen Small Cap Value A
Price$31.28
Change-$0.43 (-1.36%)
VolumeN/A
Net Assets266.49M
DFSVX vs FSCAX Comparison Chart in %
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DFSVX vs. FSCAX commentary
Nov 14, 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 FSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. FSCAX (266M). DFSVX pays higher dividends than FSCAX: DFSVX (1.69) vs FSCAX (1.29). DFSVX was incepted earlier than FSCAX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : -2.43 vs. FSCAX (-6.13). DFSVX (68.62) and FSCAX (66.34) 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 | 33 years | 31 years | - |
| Gain YTD | 3.416 | -0.604 | -566% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 266M | 5,977% |
| Annual Yield % from dividends | 1.69 | 1.29 | 131% |
| Returns for 1 year | -2.43 | -6.13 | 40% |
| Returns for 3 years | 20.11 | 20.31 | 99% |
| Returns for 5 years | 68.62 | 66.34 | 103% |
| Returns for 10 years | 59.40 | 64.12 | 93% |
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