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DFSVX vs NSDVX
DFSVX vs NSDVX Comparison
Open Charts DFSVX vs NSDVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DFSVX vs NSDVX Comparison Chart in %
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DFSVX vs. NSDVX 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 NSDVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NSDVX (86.9M). NSDVX pays higher dividends than DFSVX: NSDVX (3.05) vs DFSVX (1.67). DFSVX was incepted earlier than NSDVX: DFSVX (32 years) vs NSDVX (12 years). NSDVX (1.40) is less costly to investors than DFSVX (0.31). NSDVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NSDVX: DFSVX (0) vs NSDVX (5000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. NSDVX (6.67). DFSVX return over 5 years is better than : 105.30 vs. NSDVX (44.87).
| DFSVX | NSDVX | DFSVX / NSDVX | |
| Total Expense Ratio | 0.31 | 1.40 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.40 | 22% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 1.067 | -0.668 | -160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 86.9M | 18,527% |
| Annual Yield % from dividends | 1.67 | 3.05 | 55% |
| Returns for 1 year | 9.45 | 6.67 | 142% |
| Returns for 3 years | 32.84 | 12.03 | 273% |
| Returns for 5 years | 105.30 | 44.87 | 235% |
| Returns for 10 years | 45.10 | 48.30 | 93% |
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