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DFSVX vs OISVX
DFSVX vs OISVX Comparison
Open Charts DFSVX vs OISVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Optimum Small-Mid Cap Value Instl
Price$13.36
Change-$0.23 (-1.69%)
VolumeN/A
Net Assets562.4M
DFSVX vs OISVX Comparison Chart
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DFSVX vs. OISVX 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 OISVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. OISVX (562M). DFSVX pays higher dividends than OISVX: DFSVX (1.65) vs OISVX (1.02). 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 : 1.83 vs. OISVX (-5.66). DFSVX return over 5 years is better than : 86.94 vs. OISVX (31.02).
| 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 | -6.462 | -6.964 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 562M | 2,651% |
| Annual Yield % from dividends | 1.65 | 1.02 | 161% |
| Returns for 1 year | 1.83 | -5.66 | -32% |
| Returns for 3 years | 19.38 | -1.14 | -1,702% |
| Returns for 5 years | 86.94 | 31.02 | 280% |
| Returns for 10 years | 30.89 | -1.33 | -2,324% |
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