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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Sterling Capital Behav Sm Cp Val Eq A
Price$19.54
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets107.08M
DFSVX vs SPSAX Comparison Chart in %
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DFSVX vs. SPSAX commentary
Dec 26, 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 SPSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SPSAX (107M). DFSVX pays higher dividends than SPSAX: DFSVX (1.62) vs SPSAX (1.16). 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 : 9.08 vs. SPSAX (-0.22). DFSVX return over 5 years is better than : 62.40 vs. SPSAX (40.52).
| 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 | 9.664 | 0.817 | 1,183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 107M | 15,701% |
| Annual Yield % from dividends | 1.62 | 1.16 | 140% |
| Returns for 1 year | 9.08 | -0.22 | -4,078% |
| Returns for 3 years | 39.53 | 20.99 | 188% |
| Returns for 5 years | 62.40 | 40.52 | 154% |
| Returns for 10 years | 79.47 | 48.20 | 165% |
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