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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Sterling Capital Behav Sm Cp Val Eq A
Price$19.46
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets97.39M
DFSVX vs SPSAX Comparison Chart in %
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DFSVX vs. SPSAX commentary
Jul 27, 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: 16B vs. SPSAX (97.4M). DFSVX pays higher dividends than SPSAX: DFSVX (1.67) vs SPSAX (1.18). 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: 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 : 0.60 vs. SPSAX (-8.35). DFSVX return over 5 years is better than : 94.25 vs. SPSAX (73.40).
| 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 | 0.901 | -0.307 | -293% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 97.4M | 16,427% |
| Annual Yield % from dividends | 1.67 | 1.18 | 141% |
| Returns for 1 year | 0.60 | -8.35 | -7% |
| Returns for 3 years | 27.09 | 10.27 | 264% |
| Returns for 5 years | 94.25 | 73.40 | 128% |
| Returns for 10 years | 50.73 | 45.64 | 111% |
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