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DFSVX vs OISVX
DFSVX vs OISVX Comparison
Open Charts DFSVX vs OISVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Optimum Small-Mid Cap Value Instl
Price$14.41
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets601.41M
DFSVX vs OISVX Comparison Chart in %
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DFSVX vs. OISVX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. OISVX (601M). 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: 117.00 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 : 0.60 vs. OISVX (-3.25). DFSVX return over 5 years is better than : 94.25 vs. OISVX (38.47).
| DFSVX | OISVX | DFSVX / OISVX | |
| Total Expense Ratio | 0.31 | 1.25 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.39 | 22% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 0.901 | 0.348 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 601M | 2,662% |
| Annual Yield % from dividends | 1.67 | 0.98 | 169% |
| Returns for 1 year | 0.60 | -3.25 | -18% |
| Returns for 3 years | 27.09 | 4.31 | 628% |
| Returns for 5 years | 94.25 | 38.47 | 245% |
| Returns for 10 years | 50.73 | 15.82 | 321% |
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