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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Sterling Capital Behav Sm Cp Val Eq A
Price$18.42
Change-$0.33 (-1.76%)
VolumeN/A
Net Assets92.43M
DFSVX vs SPSAX Comparison Chart
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DFSVX vs. SPSAX commentary
Jun 15, 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 Hold and SPSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. SPSAX (92.4M). DFSVX pays higher dividends than SPSAX: DFSVX (1.65) vs SPSAX (1.22). DFSVX was incepted earlier than SPSAX: DFSVX (32 years) vs SPSAX (15 years). SPSAX (1.09) is less costly to investors than DFSVX (0.31). SPSAX is a more actively managed with annual turnover of: 154.69 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPSAX: DFSVX (0) vs SPSAX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. SPSAX (-5.22). DFSVX return over 5 years is better than : 86.94 vs. SPSAX (70.05).
| DFSVX | SPSAX | DFSVX / SPSAX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -6.462 | -5.635 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 92.4M | 16,126% |
| Annual Yield % from dividends | 1.65 | 1.22 | 135% |
| Returns for 1 year | 1.83 | -5.22 | -35% |
| Returns for 3 years | 19.38 | 6.06 | 320% |
| Returns for 5 years | 86.94 | 70.05 | 124% |
| Returns for 10 years | 30.89 | 33.17 | 93% |
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