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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
FPA Queens Road Small Cap Value I
Price$44.87
Change+$0.49 (+1.10%)
VolumeN/A
Net Assets1.08B
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Dec 04, 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 QRSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. QRSVX (1.08B). DFSVX pays higher dividends than QRSVX: DFSVX (1.62) vs QRSVX (0.68). DFSVX was incepted earlier than QRSVX: DFSVX (33 years) vs QRSVX (23 years). QRSVX (0.94) is less costly to investors than DFSVX (0.31). QRSVX is a more actively managed with annual turnover of: 15.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than QRSVX: DFSVX (0) vs QRSVX (1500). QRSVX annual gain was more profitable for investors over the last year : 2.76 vs. DFSVX (-1.41). DFSVX return over 5 years is better than : 64.61 vs. QRSVX (58.14).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 7.303 | 14.048 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.08B | 1,543% |
| Annual Yield % from dividends | 1.62 | 0.68 | 239% |
| Returns for 1 year | -1.41 | 2.76 | -51% |
| Returns for 3 years | 21.80 | 32.81 | 66% |
| Returns for 5 years | 64.61 | 58.14 | 111% |
| Returns for 10 years | 61.86 | 87.13 | 71% |
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