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DFSVX vs OCSVX
DFSVX vs OCSVX Comparison
Open Charts DFSVX vs OCSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Optimum Small-Mid Cap Value C
Price$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
DFSVX vs OCSVX Comparison Chart in %
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DFSVX vs. OCSVX 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 OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. OCSVX (603M). 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: 26.00 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 : 9.45 vs. OCSVX (-1.05). DFSVX return over 5 years is better than : 105.30 vs. OCSVX (27.93).
| 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 | 1.067 | -0.551 | -193% |
| Front Load | N/A | N/A | - |
| 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 | 0.35 | 479% |
| Returns for 1 year | 9.45 | -1.05 | -899% |
| Returns for 3 years | 32.84 | -0.23 | -14,137% |
| Returns for 5 years | 105.30 | 27.93 | 377% |
| Returns for 10 years | 45.10 | -10.08 | -447% |
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