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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
FPA Queens Road Small Cap Value I
Price$42.88
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets992.71M
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX 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 QRSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. QRSVX (993M). 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 (0.99) 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 : 11.54 vs. DFSVX (0.60). DFSVX return over 5 years is better than : 94.25 vs. QRSVX (80.51).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 0.901 | 9.921 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 993M | 1,611% |
| Annual Yield % from dividends | 1.67 | 0.73 | 227% |
| Returns for 1 year | 0.60 | 11.54 | 5% |
| Returns for 3 years | 27.09 | 34.75 | 78% |
| Returns for 5 years | 94.25 | 80.51 | 117% |
| Returns for 10 years | 50.73 | 84.52 | 60% |
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