DFSVX
Price
$50.81
Change
+$0.54 (+1.07%)
Updated
Sep 26 closing price
Net Assets
16.49B
STRBX
Price
$21.22
Change
+$0.16 (+0.76%)
Updated
Sep 26 closing price
Net Assets
103.6M
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DFSVX vs STRBX

Header iconDFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBXBanner chart's image
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Sterling Capital Behav Sm Cp Val Eq R6
Price$21.22
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets103.6M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Sep 28, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. STRBX (104M). DFSVX pays higher dividends than STRBX: DFSVX (1.52) vs STRBX (1.23). 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 : 6.87 vs. STRBX (-0.34). DFSVX return over 5 years is better than : 108.39 vs. STRBX (93.56).
DFSVXSTRBXDFSVX / STRBX
Total Expense Ratio0.310.7840%
Annual Report Gross Expense Ratio0.310.8437%
Fund Existence33 years8 years-
Gain YTD5.6637.22678%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.5B104M15,865%
Annual Yield % from dividends1.521.23123%
Returns for 1 year6.87-0.34-2,031%
Returns for 3 years43.9544.8698%
Returns for 5 years108.3993.56116%
Returns for 10 years73.20N/A-
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