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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Pear Tree Polaris Small Cap Instl
Price$35.34
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets90.88M
DFSVX vs QBNAX Comparison Chart in %
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DFSVX vs. QBNAX commentary
Nov 14, 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 QBNAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. QBNAX (90.9M). DFSVX pays higher dividends than QBNAX: DFSVX (1.69) vs QBNAX (1.05). DFSVX was incepted earlier than QBNAX: DFSVX (33 years) vs QBNAX (33 years). QBNAX (1.20) 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). DFSVX annual gain was more profitable for investors over the last year : -2.43 vs. QBNAX (-6.56). DFSVX return over 5 years is better than : 68.62 vs. QBNAX (44.78).
| DFSVX | QBNAX | DFSVX / QBNAX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 3.416 | 4.540 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 90.9M | 17,492% |
| Annual Yield % from dividends | 1.69 | 1.05 | 160% |
| Returns for 1 year | -2.43 | -6.56 | 37% |
| Returns for 3 years | 20.11 | 13.77 | 146% |
| Returns for 5 years | 68.62 | 44.78 | 153% |
| Returns for 10 years | 59.40 | 39.47 | 151% |
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