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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$55.26
Change+$0.64 (+1.17%)
VolumeN/A
Net Assets17.46B
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.45
Change+$0.24 (+1.19%)
VolumeN/A
Net Assets109.6M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Jan 16, 2026
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 Hold and STRBX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. STRBX (110M). DFSVX pays higher dividends than STRBX: DFSVX (1.69) vs STRBX (1.47). 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 : 13.10 vs. STRBX (2.64). DFSVX return over 5 years is better than : 57.21 vs. STRBX (36.83).
| 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 | 7.010 | 5.304 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 110M | 15,909% |
| Annual Yield % from dividends | 1.69 | 1.47 | 115% |
| Returns for 1 year | 13.10 | 2.64 | 497% |
| Returns for 3 years | 39.14 | 21.81 | 179% |
| Returns for 5 years | 57.21 | 36.83 | 155% |
| Returns for 10 years | 117.09 | N/A | - |
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