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DFSVX vs NOSGX
DFSVX vs NOSGX Comparison
Open Charts DFSVX vs NOSGX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Northern Small Cap Value
Price$14.02
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets681.69M
DFSVX vs NOSGX Comparison Chart in %
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DFSVX vs. NOSGX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NOSGX (682M). DFSVX pays higher dividends than NOSGX: DFSVX (1.52) vs NOSGX (0.85). DFSVX was incepted earlier than NOSGX: DFSVX (33 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 : 13.14 vs. NOSGX (-29.32). DFSVX return over 5 years is better than : 97.58 vs. NOSGX (-9.86).
| DFSVX | NOSGX | DFSVX / NOSGX | |
| Total Expense Ratio | 0.31 | 0.51 | 61% |
| Annual Report Gross Expense Ratio | 0.31 | 0.66 | 47% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 6.557 | 7.763 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 682M | 2,463% |
| Annual Yield % from dividends | 1.52 | 0.85 | 180% |
| Returns for 1 year | 13.14 | -29.32 | -45% |
| Returns for 3 years | 30.06 | -25.07 | -120% |
| Returns for 5 years | 97.58 | -9.86 | -990% |
| Returns for 10 years | 66.51 | -23.38 | -285% |
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