DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
OCSVX
Price
$10.82
Change
+$0.06 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
Interact to see
Advertisement

DFSVX vs OCSVX

Header iconDFSVX vs OCSVX Comparison
Open Charts DFSVX vs OCSVXBanner 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 C
Price$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
DFSVX vs OCSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
DFSVXOCSVXDFSVX / OCSVX
Total Expense Ratio0.312.2514%
Annual Report Gross Expense Ratio0.312.3913%
Fund Existence32 years22 years-
Gain YTD1.067-0.551-193%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B603M2,670%
Annual Yield % from dividends1.670.35479%
Returns for 1 year9.45-1.05-899%
Returns for 3 years32.84-0.23-14,137%
Returns for 5 years105.3027.93377%
Returns for 10 years45.10-10.08-447%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HPI16.230.28
+1.76%
John Hancock Preferred Income Fund
CANQ28.920.28
+0.99%
Calamos Nasdaq® Equity & Income ETF
KMID25.460.15
+0.59%
Virtus KAR Mid-Cap ETF
CCIF6.470.02
+0.31%
Carlyle Credit Income Fund
PZA22.38-0.03
-0.13%
Invesco National AMT-Free Muni Bd ETF