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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
Pear Tree Polaris Small Cap Instl
Price$34.88
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets93.03M
DFSVX vs QBNAX Comparison Chart in %
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DFSVX vs. QBNAX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. QBNAX (93M). DFSVX pays higher dividends than QBNAX: DFSVX (1.69) vs QBNAX (0.87). 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 : 13.71 vs. QBNAX (0.40). DFSVX return over 5 years is better than : 55.39 vs. QBNAX (21.13).
| 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 | 5.771 | 4.275 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 93M | 18,817% |
| Annual Yield % from dividends | 1.69 | 0.87 | 194% |
| Returns for 1 year | 13.71 | 0.40 | 3,455% |
| Returns for 3 years | 37.53 | 18.77 | 200% |
| Returns for 5 years | 55.39 | 21.13 | 262% |
| Returns for 10 years | 114.57 | 65.43 | 175% |
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