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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
FPA Queens Road Small Cap Value I
Price$43.24
Change-$0.26 (-0.60%)
VolumeN/A
Net Assets1.02B
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Aug 17, 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 StrongBuy and QRSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. QRSVX (1.02B). DFSVX pays higher dividends than QRSVX: DFSVX (1.64) vs QRSVX (0.71). 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 : 12.74 vs. DFSVX (5.62). DFSVX return over 5 years is better than : 80.15 vs. QRSVX (72.85).
| 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 | 1.483 | 10.843 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.02B | 1,580% |
| Annual Yield % from dividends | 1.64 | 0.71 | 230% |
| Returns for 1 year | 5.62 | 12.74 | 44% |
| Returns for 3 years | 16.09 | 24.77 | 65% |
| Returns for 5 years | 80.15 | 72.85 | 110% |
| Returns for 10 years | 50.63 | 85.84 | 59% |
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