Interact to see
Advertisement
Advertisement
DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.76
Change-$0.27 (-1.28%)
VolumeN/A
Net Assets104.15M
DFSVX vs STRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. STRBX commentary
Nov 14, 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 Hold and STRBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. STRBX (104M). DFSVX pays higher dividends than STRBX: DFSVX (1.69) vs STRBX (1.33). 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 : -2.43 vs. STRBX (-7.83). DFSVX return over 5 years is better than : 68.62 vs. STRBX (64.10).
| 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 | 3.416 | 5.717 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 104M | 15,288% |
| Annual Yield % from dividends | 1.69 | 1.33 | 127% |
| Returns for 1 year | -2.43 | -7.83 | 31% |
| Returns for 3 years | 20.11 | 23.63 | 85% |
| Returns for 5 years | 68.62 | 64.10 | 107% |
| Returns for 10 years | 59.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement