DFSVX
Price
$48.49
Change
-$0.03 (-0.06%)
Updated
Jul 28 closing price
Net Assets
16.01B
STRBX
Price
$19.76
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
97.39M
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DFSVX vs STRBX

Header iconDFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBXBanner chart's image
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Sterling Capital Behav Sm Cp Val Eq R6
Price$19.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.39M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Jul 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. STRBX (97.4M). 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: 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 : -1.12 vs. STRBX (-9.54). DFSVX return over 5 years is better than : 89.74 vs. STRBX (71.98).
DFSVXSTRBXDFSVX / STRBX
Total Expense Ratio0.310.7840%
Annual Report Gross Expense Ratio0.310.8437%
Fund Existence32 years7 years-
Gain YTD0.838-0.152-553%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B97.4M16,427%
Annual Yield % from dividends1.671.32126%
Returns for 1 year-1.12-9.5412%
Returns for 3 years21.637.45290%
Returns for 5 years89.7471.98125%
Returns for 10 years49.02N/A-
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