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DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$55.26
Change+$0.64 (+1.17%)
VolumeN/A
Net Assets17.46B
Goldman Sachs Small Cap Value R
Price$31.01
Change+$0.45 (+1.47%)
VolumeN/A
Net Assets935.8M
DFSVX vs GSQRX Comparison Chart in %
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DFSVX vs. GSQRX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. GSQRX (936M). DFSVX pays higher dividends than GSQRX: DFSVX (1.69) vs GSQRX (0.23). 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: 82.00 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 : 13.10 vs. GSQRX (-5.71). DFSVX return over 5 years is better than : 57.21 vs. GSQRX (-39.73).
| 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 | 7.010 | 7.861 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 936M | 1,870% |
| Annual Yield % from dividends | 1.69 | 0.23 | 732% |
| Returns for 1 year | 13.10 | -5.71 | -229% |
| Returns for 3 years | 39.14 | -15.39 | -254% |
| Returns for 5 years | 57.21 | -39.73 | -144% |
| Returns for 10 years | 117.09 | -23.28 | -503% |
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