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DFSVX vs SPSDX
DFSVX vs SPSDX Comparison
Open Charts DFSVX vs SPSDX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Sterling Capital Behav Sm Cp Val Eq C
Price$18.57
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets100.12M
DFSVX vs SPSDX Comparison Chart in %
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DFSVX vs. SPSDX commentary
Oct 21, 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 StrongBuy and SPSDX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. SPSDX (100M). DFSVX pays higher dividends than SPSDX: DFSVX (1.66) vs SPSDX (0.88). 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 : 0.38 vs. SPSDX (-9.24). DFSVX return over 5 years is better than : 80.47 vs. SPSDX (57.40).
| 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 | 2.475 | 2.024 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 100M | 15,900% |
| Annual Yield % from dividends | 1.66 | 0.88 | 189% |
| Returns for 1 year | 0.38 | -9.24 | -4% |
| Returns for 3 years | 28.43 | 22.96 | 124% |
| Returns for 5 years | 80.47 | 57.40 | 140% |
| Returns for 10 years | 55.60 | 35.59 | 156% |
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