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DFSVX vs OISVX
DFSVX vs OISVX Comparison
Open Charts DFSVX vs OISVX
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.
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).
| 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 | 1.067 | -0.070 | -1,532% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 603M | 2,670% |
| Annual Yield % from dividends | 1.67 | 0.98 | 169% |
| Returns for 1 year | 9.45 | 2.12 | 446% |
| Returns for 3 years | 32.84 | 7.34 | 447% |
| Returns for 5 years | 105.30 | 43.40 | 243% |
| Returns for 10 years | 45.10 | 9.72 | 464% |
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