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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
FPA Queens Road Small Cap Value I
Price$42.62
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets980.51M
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. QRSVX (981M). DFSVX pays higher dividends than QRSVX: DFSVX (1.67) vs QRSVX (0.73). DFSVX was incepted earlier than QRSVX: DFSVX (32 years) vs QRSVX (23 years). QRSVX (0.96) is less costly to investors than DFSVX (0.31). QRSVX is a more actively managed with annual turnover of: 13.00 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 : 16.08 vs. DFSVX (9.45). DFSVX return over 5 years is better than : 105.30 vs. QRSVX (85.92).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 1.067 | 9.254 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 981M | 1,641% |
| Annual Yield % from dividends | 1.67 | 0.73 | 227% |
| Returns for 1 year | 9.45 | 16.08 | 59% |
| Returns for 3 years | 32.84 | 37.54 | 87% |
| Returns for 5 years | 105.30 | 85.92 | 123% |
| Returns for 10 years | 45.10 | 79.56 | 57% |
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