DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
STRBX
Price
$20.00
Change
+$0.16 (+0.81%)
Updated
Jul 3 closing price
Net Assets
98.59M
Interact to see
Advertisement

DFSVX vs STRBX

Header iconDFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
DFSVXSTRBXDFSVX / STRBX
Total Expense Ratio0.310.7840%
Annual Report Gross Expense Ratio0.310.8437%
Fund Existence32 years7 years-
Gain YTD1.0671.061101%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B98.6M16,329%
Annual Yield % from dividends1.671.32126%
Returns for 1 year9.451.76537%
Returns for 3 years32.8417.78185%
Returns for 5 years105.3087.41120%
Returns for 10 years45.10N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AFGFX84.220.96
+1.15%
Virtus Silvant Focused Growth R6
PRJQX47.940.46
+0.97%
PGIM Jennison Global Opportunities R6
VYSZX5.790.05
+0.87%
Voya Small Company C
SCYVX14.670.11
+0.76%
AB Small Cap Value Advisor
FAPLX12.930.07
+0.54%
Fidelity Advisor Healthy Future M