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DFSVX vs NOSGX
DFSVX vs NOSGX Comparison
Open Charts DFSVX vs NOSGX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Northern Small Cap Value
Price$13.24
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets665.45M
DFSVX vs NOSGX Comparison Chart in %
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DFSVX vs. NOSGX commentary
Jul 28, 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 NOSGX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. NOSGX (665M). DFSVX pays higher dividends than NOSGX: DFSVX (1.67) vs NOSGX (0.89). DFSVX was incepted earlier than NOSGX: DFSVX (32 years) vs NOSGX (31 years). NOSGX (0.66) is less costly to investors than DFSVX (0.31). NOSGX is a more actively managed with annual turnover of: 26.80 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NOSGX: DFSVX (0) vs NOSGX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. NOSGX (-37.15). DFSVX return over 5 years is better than : 94.25 vs. NOSGX (-11.86).
| DFSVX | NOSGX | DFSVX / NOSGX | |
| Total Expense Ratio | 0.31 | 0.51 | 61% |
| Annual Report Gross Expense Ratio | 0.31 | 0.66 | 47% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 0.901 | 1.768 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 665M | 2,406% |
| Annual Yield % from dividends | 1.67 | 0.89 | 187% |
| Returns for 1 year | 0.60 | -37.15 | -2% |
| Returns for 3 years | 27.09 | -28.35 | -96% |
| Returns for 5 years | 94.25 | -11.86 | -795% |
| Returns for 10 years | 50.73 | -30.86 | -164% |
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