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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.00
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets98.59M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. STRBX (98.6M). DFSVX pays higher dividends than STRBX: DFSVX (1.67) vs STRBX (1.32). DFSVX was incepted earlier than STRBX: DFSVX (32 years) vs STRBX (7 years). STRBX (0.84) is less costly to investors than DFSVX (0.31). STRBX is a more actively managed with annual turnover of: 154.69 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 : 9.45 vs. STRBX (1.76). DFSVX return over 5 years is better than : 105.30 vs. STRBX (87.41).
| DFSVX | STRBX | DFSVX / STRBX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 1.067 | 1.061 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 98.6M | 16,329% |
| Annual Yield % from dividends | 1.67 | 1.32 | 126% |
| Returns for 1 year | 9.45 | 1.76 | 537% |
| Returns for 3 years | 32.84 | 17.78 | 185% |
| Returns for 5 years | 105.30 | 87.41 | 120% |
| Returns for 10 years | 45.10 | N/A | - |
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