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DFSVX vs SPSCX
DFSVX vs SPSCX Comparison
Open Charts DFSVX vs SPSCX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Sterling Capital Behav Sm Cp Val Eq
Price$21.01
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets104.42M
DFSVX vs SPSCX Comparison Chart in %
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DFSVX vs. SPSCX commentary
Sep 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 SPSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. SPSCX (104M). DFSVX pays higher dividends than SPSCX: DFSVX (1.52) vs SPSCX (1.20). DFSVX was incepted earlier than SPSCX: DFSVX (33 years) vs SPSCX (29 years). SPSCX (0.84) is less costly to investors than DFSVX (0.31). SPSCX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPSCX: DFSVX (0) vs SPSCX (1000000). DFSVX annual gain was more profitable for investors over the last year : 6.84 vs. SPSCX (-0.37). DFSVX return over 5 years is better than : 106.18 vs. SPSCX (92.87).
| DFSVX | SPSCX | DFSVX / SPSCX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 4.540 | 7.241 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 104M | 15,962% |
| Annual Yield % from dividends | 1.52 | 1.20 | 126% |
| Returns for 1 year | 6.84 | -0.37 | -1,828% |
| Returns for 3 years | 42.49 | 44.59 | 95% |
| Returns for 5 years | 106.18 | 92.87 | 114% |
| Returns for 10 years | 71.03 | 71.42 | 99% |
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