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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Pear Tree Polaris Small Cap Instl
Price$35.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets93.27M
DFSVX vs QBNAX Comparison Chart in %
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DFSVX vs. QBNAX commentary
Jul 28, 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 QBNAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. QBNAX (93.3M). DFSVX pays higher dividends than QBNAX: DFSVX (1.67) vs QBNAX (1.07). DFSVX was incepted earlier than QBNAX: DFSVX (32 years) vs QBNAX (33 years). QBNAX (1.21) is less costly to investors than DFSVX (0.31). QBNAX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than QBNAX: DFSVX (0) vs QBNAX (1000000). QBNAX annual gain was more profitable for investors over the last year : 0.91 vs. DFSVX (0.60). DFSVX return over 5 years is better than : 94.25 vs. QBNAX (63.11).
| DFSVX | QBNAX | DFSVX / QBNAX | |
| Total Expense Ratio | 0.31 | 1.08 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 0.901 | 3.486 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 93.3M | 17,149% |
| Annual Yield % from dividends | 1.67 | 1.07 | 155% |
| Returns for 1 year | 0.60 | 0.91 | 65% |
| Returns for 3 years | 27.09 | 20.93 | 129% |
| Returns for 5 years | 94.25 | 63.11 | 149% |
| Returns for 10 years | 50.73 | 32.29 | 157% |
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