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DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Goldman Sachs Small Cap Value R
Price$34.01
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets887.06M
DFSVX vs GSQRX Comparison Chart in %
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DFSVX vs. GSQRX commentary
Oct 19, 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 GSQRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. GSQRX (887M). DFSVX pays higher dividends than GSQRX: DFSVX (1.66) vs GSQRX (0.91). DFSVX was incepted earlier than GSQRX: DFSVX (33 years) vs GSQRX (18 years). GSQRX (1.68) is less costly to investors than DFSVX (0.31). GSQRX is a more actively managed with annual turnover of: 83.00 vs. DFSVX (12.00). DFSVX (0) and GSQRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. GSQRX (-16.37). DFSVX return over 5 years is better than : 80.47 vs. GSQRX (-14.82).
| DFSVX | GSQRX | DFSVX / GSQRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.68 | 18% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 2.475 | 5.785 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 887M | 1,793% |
| Annual Yield % from dividends | 1.66 | 0.91 | 182% |
| Returns for 1 year | 0.38 | -16.37 | -2% |
| Returns for 3 years | 28.43 | -16.46 | -173% |
| Returns for 5 years | 80.47 | -14.82 | -543% |
| Returns for 10 years | 55.60 | -29.87 | -186% |
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