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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Sterling Capital Behav Sm Cp Val Eq R6
Price$21.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets103.65M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Sep 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: 16.8B vs. STRBX (104M). DFSVX pays higher dividends than STRBX: DFSVX (1.52) vs STRBX (1.23). 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 : 11.40 vs. STRBX (2.27). DFSVX return over 5 years is better than : 94.21 vs. STRBX (80.43).
| 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 | 6.765 | 6.468 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 104M | 16,154% |
| Annual Yield % from dividends | 1.52 | 1.23 | 123% |
| Returns for 1 year | 11.40 | 2.27 | 501% |
| Returns for 3 years | 35.36 | 33.03 | 107% |
| Returns for 5 years | 94.21 | 80.43 | 117% |
| Returns for 10 years | 64.86 | N/A | - |
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