DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
OISVX
Price
$14.35
Change
+$0.08 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
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DFSVX vs OISVX

Header iconDFSVX vs OISVX Comparison
Open Charts DFSVX vs OISVXBanner 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 Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
DFSVX vs OISVX Comparison Chart in %
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DFSVX vs. OISVX 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 OISVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. OISVX (603M). DFSVX pays higher dividends than OISVX: DFSVX (1.67) vs OISVX (0.98). DFSVX was incepted earlier than OISVX: DFSVX (32 years) vs OISVX (22 years). OISVX (1.39) is less costly to investors than DFSVX (0.31). OISVX is a more actively managed with annual turnover of: 26.00 vs. DFSVX (12.00). DFSVX (0) and OISVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. OISVX (2.12). DFSVX return over 5 years is better than : 105.30 vs. OISVX (43.40).
DFSVXOISVXDFSVX / OISVX
Total Expense Ratio0.311.2525%
Annual Report Gross Expense Ratio0.311.3922%
Fund Existence32 years22 years-
Gain YTD1.067-0.070-1,532%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B603M2,670%
Annual Yield % from dividends1.670.98169%
Returns for 1 year9.452.12446%
Returns for 3 years32.847.34447%
Returns for 5 years105.3043.40243%
Returns for 10 years45.109.72464%
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