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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$51.98
Change-$0.14 (-0.27%)
VolumeN/A
Net Assets16.71B
Sterling Capital Behav Sm Cp Val Eq R6
Price$21.32
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets105.97M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Dec 05, 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: 16.7B vs. STRBX (106M). 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 : 0.82 vs. STRBX (-6.46). DFSVX return over 5 years is better than : 62.61 vs. STRBX (57.65).
| 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 | 8.912 | 8.976 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 106M | 15,755% |
| Annual Yield % from dividends | 1.62 | 1.29 | 126% |
| Returns for 1 year | 0.82 | -6.46 | -13% |
| Returns for 3 years | 23.63 | 24.20 | 98% |
| Returns for 5 years | 62.61 | 57.65 | 109% |
| Returns for 10 years | 64.29 | N/A | - |
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