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DFSVX vs OASVX
DFSVX vs OASVX Comparison
Open Charts DFSVX vs OASVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Optimum Small-Mid Cap Value A
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets601.41M
DFSVX vs OASVX Comparison Chart in %
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DFSVX vs. OASVX 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 OASVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. OASVX (601M). DFSVX pays higher dividends than OASVX: DFSVX (1.67) vs OASVX (0.71). DFSVX was incepted earlier than OASVX: DFSVX (32 years) vs OASVX (22 years). OASVX (1.64) is less costly to investors than DFSVX (0.31). OASVX is a more actively managed with annual turnover of: 117.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OASVX: DFSVX (0) vs OASVX (1000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. OASVX (-4.14). DFSVX return over 5 years is better than : 94.25 vs. OASVX (34.30).
| DFSVX | OASVX | DFSVX / OASVX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.64 | 19% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.901 | 0.228 | 395% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 601M | 2,662% |
| Annual Yield % from dividends | 1.67 | 0.71 | 234% |
| Returns for 1 year | 0.60 | -4.14 | -14% |
| Returns for 3 years | 27.09 | 2.34 | 1,159% |
| Returns for 5 years | 94.25 | 34.30 | 275% |
| Returns for 10 years | 50.73 | 9.78 | 519% |
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