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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Pear Tree Polaris Small Cap Ord
Price$27.96
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets93.27M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX 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 USBNX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. USBNX (93.3M). DFSVX pays higher dividends than USBNX: DFSVX (1.67) vs USBNX (0.37). DFSVX was incepted earlier than USBNX: DFSVX (32 years) vs USBNX (33 years). USBNX (1.45) is less costly to investors than DFSVX (0.31). USBNX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than USBNX: DFSVX (0) vs USBNX (2500). DFSVX annual gain was more profitable for investors over the last year : -1.12 vs. USBNX (-1.55). DFSVX return over 5 years is better than : 89.74 vs. USBNX (51.56).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | 0.31 | 1.45 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 0.838 | 3.441 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 93.3M | 17,149% |
| Annual Yield % from dividends | 1.67 | 0.37 | 455% |
| Returns for 1 year | -1.12 | -1.55 | 72% |
| Returns for 3 years | 21.63 | 12.26 | 176% |
| Returns for 5 years | 89.74 | 51.56 | 174% |
| Returns for 10 years | 49.02 | 16.50 | 297% |
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