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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$49.87
Change+$0.83 (+1.69%)
VolumeN/A
Net Assets16.2B
Sterling Capital Behav Sm Cp Val Eq A
Price$20.20
Change+$0.32 (+1.61%)
VolumeN/A
Net Assets100.12M
DFSVX vs SPSAX Comparison Chart in %
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DFSVX vs. SPSAX commentary
Oct 21, 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 SPSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. SPSAX (100M). DFSVX pays higher dividends than SPSAX: DFSVX (1.66) vs SPSAX (1.18). DFSVX was incepted earlier than SPSAX: DFSVX (33 years) vs SPSAX (16 years). SPSAX (1.09) is less costly to investors than DFSVX (0.31). SPSAX is a more actively managed with annual turnover of: 74.00 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 : 0.38 vs. SPSAX (-8.16). DFSVX return over 5 years is better than : 80.47 vs. SPSAX (64.96).
| DFSVX | SPSAX | DFSVX / SPSAX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 2.475 | 2.571 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 100M | 16,200% |
| Annual Yield % from dividends | 1.66 | 1.18 | 140% |
| Returns for 1 year | 0.38 | -8.16 | -5% |
| Returns for 3 years | 28.43 | 26.32 | 108% |
| Returns for 5 years | 80.47 | 64.96 | 124% |
| Returns for 10 years | 55.60 | 48.74 | 114% |
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