Interact to see
Advertisement
Advertisement
DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Sterling Capital Behav Sm Cp Val Eq A
Price$19.78
Change-$0.14 (-0.70%)
VolumeN/A
Net Assets98.88M
DFSVX vs SPSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SPSAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. SPSAX (98.9M). DFSVX pays higher dividends than SPSAX: DFSVX (1.64) vs SPSAX (1.18). DFSVX was incepted earlier than SPSAX: DFSVX (32 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 : 5.62 vs. SPSAX (-2.59). DFSVX return over 5 years is better than : 80.15 vs. SPSAX (63.36).
| 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 | 16 years | - |
| Gain YTD | 1.483 | 1.332 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 98.9M | 16,279% |
| Annual Yield % from dividends | 1.64 | 1.18 | 139% |
| Returns for 1 year | 5.62 | -2.59 | -217% |
| Returns for 3 years | 16.09 | 4.26 | 377% |
| Returns for 5 years | 80.15 | 63.36 | 127% |
| Returns for 10 years | 50.63 | 45.67 | 111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers