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DFSVX vs SPSDX
DFSVX vs SPSDX Comparison
Open Charts DFSVX vs SPSDX
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 C
Price$18.17
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets97.39M
DFSVX vs SPSDX Comparison Chart in %
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DFSVX vs. SPSDX 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 SPSDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. SPSDX (97.4M). DFSVX pays higher dividends than SPSDX: DFSVX (1.67) vs SPSDX (0.89). DFSVX was incepted earlier than SPSDX: DFSVX (32 years) vs SPSDX (15 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 : 0.60 vs. SPSDX (-9.50). DFSVX return over 5 years is better than : 94.25 vs. SPSDX (65.44).
| DFSVX | SPSDX | DFSVX / SPSDX | |
| Total Expense Ratio | 0.31 | 1.84 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 0.901 | -0.710 | -127% |
| Front Load | N/A | N/A | - |
| 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 | 0.89 | 187% |
| Returns for 1 year | 0.60 | -9.50 | -6% |
| Returns for 3 years | 27.09 | 6.81 | 398% |
| Returns for 5 years | 94.25 | 65.44 | 144% |
| Returns for 10 years | 50.73 | 32.77 | 155% |
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