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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
FPA Queens Road Small Cap Value I
Price$44.81
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets1.06B
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Sep 07, 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: 16.8B vs. QRSVX (1.06B). DFSVX pays higher dividends than QRSVX: DFSVX (1.52) vs QRSVX (0.69). DFSVX was incepted earlier than QRSVX: DFSVX (33 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: 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 : 16.75 vs. DFSVX (11.40). DFSVX return over 5 years is better than : 94.21 vs. QRSVX (83.87).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 6.765 | 14.868 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.06B | 1,585% |
| Annual Yield % from dividends | 1.52 | 0.69 | 221% |
| Returns for 1 year | 11.40 | 16.75 | 68% |
| Returns for 3 years | 35.36 | 42.75 | 83% |
| Returns for 5 years | 94.21 | 83.87 | 112% |
| Returns for 10 years | 64.86 | 96.63 | 67% |
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