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DFSVX vs SPSCX
DFSVX vs SPSCX Comparison
Open Charts DFSVX vs SPSCX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
Sterling Capital Behav Sm Cp Val Eq
Price$21.02
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets103.65M
DFSVX vs SPSCX Comparison Chart in %
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DFSVX vs. SPSCX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B 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 : 11.40 vs. SPSCX (2.19). DFSVX return over 5 years is better than : 94.21 vs. SPSCX (79.84).
| 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 | 6.765 | 6.430 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 104M | 16,154% |
| Annual Yield % from dividends | 1.52 | 1.20 | 126% |
| Returns for 1 year | 11.40 | 2.19 | 519% |
| Returns for 3 years | 35.36 | 32.71 | 108% |
| Returns for 5 years | 94.21 | 79.84 | 118% |
| Returns for 10 years | 64.86 | 64.54 | 100% |
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