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DFSVX vs OCSVX
DFSVX vs OCSVX Comparison
Open Charts DFSVX vs OCSVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Optimum Small-Mid Cap Value C
Price$10.08
Change-$0.18 (-1.75%)
VolumeN/A
Net Assets562.4M
DFSVX vs OCSVX Comparison Chart
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DFSVX vs. OCSVX commentary
Jun 16, 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 Hold and OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. OCSVX (562M). DFSVX pays higher dividends than OCSVX: DFSVX (1.65) vs OCSVX (0.36). 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 : 1.83 vs. OCSVX (-8.57). DFSVX return over 5 years is better than : 86.94 vs. OCSVX (16.99).
| 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 | -6.462 | -7.353 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 562M | 2,651% |
| Annual Yield % from dividends | 1.65 | 0.36 | 456% |
| Returns for 1 year | 1.83 | -8.57 | -21% |
| Returns for 3 years | 19.38 | -8.07 | -240% |
| Returns for 5 years | 86.94 | 16.99 | 512% |
| Returns for 10 years | 30.89 | -19.16 | -161% |
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