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DFSVX vs ICSCX
DFSVX vs ICSCX Comparison
Open Charts DFSVX vs ICSCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
William Blair Small Cap Value I
Price$28.96
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
DFSVX vs ICSCX Comparison Chart in %
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DFSVX vs. ICSCX commentary
Jul 07, 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 Buy and ICSCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ICSCX (1.14B). DFSVX pays higher dividends than ICSCX: DFSVX (1.67) vs ICSCX (0.93). DFSVX was incepted earlier than ICSCX: DFSVX (32 years) vs ICSCX (36 years). ICSCX (0.92) is less costly to investors than DFSVX (0.31). ICSCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ICSCX: DFSVX (0) vs ICSCX (500000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. ICSCX (0.88). DFSVX return over 5 years is better than : 105.30 vs. ICSCX (34.92).
| DFSVX | ICSCX | DFSVX / ICSCX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.92 | 34% |
| Fund Existence | 32 years | 36 years | - |
| Gain YTD | 1.067 | -2.195 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.14B | 1,415% |
| Annual Yield % from dividends | 1.67 | 0.93 | 179% |
| Returns for 1 year | 9.45 | 0.88 | 1,076% |
| Returns for 3 years | 32.84 | 3.18 | 1,033% |
| Returns for 5 years | 105.30 | 34.92 | 302% |
| Returns for 10 years | 45.10 | 3.27 | 1,378% |
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