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DFSVX vs SPSDX
DFSVX vs SPSDX Comparison
Open Charts DFSVX vs SPSDX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Sterling Capital Behav Sm Cp Val Eq C
Price$19.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets103.66M
DFSVX vs SPSDX Comparison Chart in %
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DFSVX vs. SPSDX commentary
Sep 09, 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 SPSDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SPSDX (104M). DFSVX pays higher dividends than SPSDX: DFSVX (1.52) vs SPSDX (0.83). DFSVX was incepted earlier than SPSDX: DFSVX (33 years) vs SPSDX (16 years). SPSDX (1.84) is less costly to investors than DFSVX (0.31). SPSDX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPSDX: DFSVX (0) vs SPSDX (1000). DFSVX annual gain was more profitable for investors over the last year : 13.14 vs. SPSDX (1.96). DFSVX return over 5 years is better than : 97.58 vs. SPSDX (71.46).
| DFSVX | SPSDX | DFSVX / SPSDX | |
| Total Expense Ratio | 0.31 | 1.84 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 6.557 | 5.738 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 104M | 16,154% |
| Annual Yield % from dividends | 1.52 | 0.83 | 183% |
| Returns for 1 year | 13.14 | 1.96 | 670% |
| Returns for 3 years | 30.06 | 23.62 | 127% |
| Returns for 5 years | 97.58 | 71.46 | 137% |
| Returns for 10 years | 66.51 | 45.87 | 145% |
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