Interact to see
Advertisement
Advertisement
DFSVX vs OCSVX
DFSVX vs OCSVX Comparison
Open Charts DFSVX vs OCSVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Optimum Small-Mid Cap Value C
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets601.41M
DFSVX vs OCSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. OCSVX 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 OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. OCSVX (601M). DFSVX pays higher dividends than OCSVX: DFSVX (1.67) vs OCSVX (0.35). DFSVX was incepted earlier than OCSVX: DFSVX (32 years) vs OCSVX (22 years). OCSVX (2.39) is less costly to investors than DFSVX (0.31). OCSVX is a more actively managed with annual turnover of: 117.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OCSVX: DFSVX (0) vs OCSVX (1000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. OCSVX (-6.24). DFSVX return over 5 years is better than : 94.25 vs. OCSVX (23.61).
| DFSVX | OCSVX | DFSVX / OCSVX | |
| Total Expense Ratio | 0.31 | 2.25 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.39 | 13% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.901 | -0.184 | -490% |
| Front Load | N/A | N/A | - |
| 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 | 0.35 | 479% |
| Returns for 1 year | 0.60 | -6.24 | -10% |
| Returns for 3 years | 27.09 | -2.98 | -908% |
| Returns for 5 years | 94.25 | 23.61 | 399% |
| Returns for 10 years | 50.73 | -5.14 | -987% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement