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DFSVX vs OASVX
DFSVX vs OASVX Comparison
Open Charts DFSVX vs OASVX
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.
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).
| 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 | 1.067 | -0.152 | -702% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 603M | 2,670% |
| Annual Yield % from dividends | 1.67 | 0.71 | 234% |
| Returns for 1 year | 9.45 | 1.20 | 790% |
| Returns for 3 years | 32.84 | 5.28 | 622% |
| Returns for 5 years | 105.30 | 39.08 | 269% |
| Returns for 10 years | 45.10 | 4.10 | 1,101% |
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