DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
OASVX
Price
$13.14
Change
+$0.07 (+0.54%)
Updated
Jul 3 closing price
Net Assets
602.58M
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DFSVX vs OASVX

Header iconDFSVX vs OASVX Comparison
Open Charts DFSVX vs OASVXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Optimum Small-Mid Cap Value A
Price$13.14
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets602.58M
DFSVX vs OASVX Comparison Chart in %
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DFSVX vs. OASVX 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 OASVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. OASVX (603M). 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: 26.00 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 : 9.45 vs. OASVX (1.20). DFSVX return over 5 years is better than : 105.30 vs. OASVX (39.08).
DFSVXOASVXDFSVX / OASVX
Total Expense Ratio0.311.5021%
Annual Report Gross Expense Ratio0.311.6419%
Fund Existence32 years22 years-
Gain YTD1.067-0.152-702%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B603M2,670%
Annual Yield % from dividends1.670.71234%
Returns for 1 year9.451.20790%
Returns for 3 years32.845.28622%
Returns for 5 years105.3039.08269%
Returns for 10 years45.104.101,101%
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