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DFSVX vs SPSDX
DFSVX vs SPSDX Comparison
Open Charts DFSVX vs SPSDX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Sterling Capital Behav Sm Cp Val Eq C
Price$18.10
Change-$0.10 (-0.55%)
VolumeN/A
Net Assets107.08M
DFSVX vs SPSDX Comparison Chart in %
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DFSVX vs. SPSDX commentary
Dec 25, 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: 16.8B vs. SPSDX (107M). DFSVX pays higher dividends than SPSDX: DFSVX (1.62) vs SPSDX (0.87). 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 : 9.08 vs. SPSDX (-1.63). DFSVX return over 5 years is better than : 62.40 vs. SPSDX (33.22).
| 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 | 9.664 | -0.558 | -1,732% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 107M | 15,701% |
| Annual Yield % from dividends | 1.62 | 0.87 | 187% |
| Returns for 1 year | 9.08 | -1.63 | -556% |
| Returns for 3 years | 39.53 | 16.91 | 234% |
| Returns for 5 years | 62.40 | 33.22 | 188% |
| Returns for 10 years | 79.47 | 34.21 | 232% |