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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
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 R6
Price$19.88
Change-$0.12 (-0.60%)
VolumeN/A
Net Assets107.08M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Dec 26, 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 STRBX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. STRBX (107M). DFSVX pays higher dividends than STRBX: DFSVX (1.62) vs STRBX (1.29). DFSVX was incepted earlier than STRBX: DFSVX (33 years) vs STRBX (8 years). STRBX (0.84) is less costly to investors than DFSVX (0.31). STRBX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than STRBX: DFSVX (0) vs STRBX (10000000). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. STRBX (0.19). DFSVX return over 5 years is better than : 62.40 vs. STRBX (43.20).
| DFSVX | STRBX | DFSVX / STRBX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 9.664 | 1.235 | 782% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 107M | 15,701% |
| Annual Yield % from dividends | 1.62 | 1.29 | 126% |
| Returns for 1 year | 9.08 | 0.19 | 4,805% |
| Returns for 3 years | 39.53 | 22.34 | 177% |
| Returns for 5 years | 62.40 | 43.20 | 144% |
| Returns for 10 years | 79.47 | N/A | - |
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