Interact to see
Advertisement
Advertisement
DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Goldman Sachs Small Cap Value R
Price$33.31
Change-$0.34 (-1.01%)
VolumeN/A
Net Assets922.15M
DFSVX vs GSQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. GSQRX commentary
Aug 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 StrongBuy and GSQRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. GSQRX (922M). DFSVX pays higher dividends than GSQRX: DFSVX (1.64) vs GSQRX (0.97). DFSVX was incepted earlier than GSQRX: DFSVX (32 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 : 5.62 vs. GSQRX (-12.88). DFSVX return over 5 years is better than : 80.15 vs. GSQRX (-15.37).
| DFSVX | GSQRX | DFSVX / GSQRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.68 | 18% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 1.483 | 3.608 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 922M | 1,746% |
| Annual Yield % from dividends | 1.64 | 0.97 | 169% |
| Returns for 1 year | 5.62 | -12.88 | -44% |
| Returns for 3 years | 16.09 | -27.66 | -58% |
| Returns for 5 years | 80.15 | -15.37 | -521% |
| Returns for 10 years | 50.63 | -33.73 | -150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement