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DFSVX vs GSSMX
DFSVX vs GSSMX Comparison
Open Charts DFSVX vs GSSMX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Goldman Sachs Small Cap Value A
Price$35.35
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets922.15M
DFSVX vs GSSMX Comparison Chart in %
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DFSVX vs. GSSMX 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 GSSMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. GSSMX (922M). DFSVX pays higher dividends than GSSMX: DFSVX (1.64) vs GSSMX (1.13). DFSVX was incepted earlier than GSSMX: DFSVX (32 years) vs GSSMX (33 years). GSSMX (1.43) is less costly to investors than DFSVX (0.31). GSSMX is a more actively managed with annual turnover of: 83.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than GSSMX: DFSVX (0) vs GSSMX (1000). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. GSSMX (-11.70). DFSVX return over 5 years is better than : 80.15 vs. GSSMX (-12.11).
| DFSVX | GSSMX | DFSVX / GSSMX | |
| Total Expense Ratio | 0.31 | 1.25 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.43 | 22% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 1.483 | 3.787 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 922M | 1,746% |
| Annual Yield % from dividends | 1.64 | 1.13 | 145% |
| Returns for 1 year | 5.62 | -11.70 | -48% |
| Returns for 3 years | 16.09 | -25.62 | -63% |
| Returns for 5 years | 80.15 | -12.11 | -662% |
| Returns for 10 years | 50.63 | -29.96 | -169% |