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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Pear Tree Polaris Small Cap Ord
Price$27.72
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets90.47M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Oct 19, 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 USBNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. USBNX (90.5M). DFSVX pays higher dividends than USBNX: DFSVX (1.66) vs USBNX (0.35). DFSVX was incepted earlier than USBNX: DFSVX (33 years) vs USBNX (33 years). USBNX (1.42) 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 : 0.38 vs. USBNX (-4.70). DFSVX return over 5 years is better than : 80.47 vs. USBNX (46.33).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | 0.31 | 1.42 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.42 | 22% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 2.475 | 2.553 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 90.5M | 17,569% |
| Annual Yield % from dividends | 1.66 | 0.35 | 473% |
| Returns for 1 year | 0.38 | -4.70 | -8% |
| Returns for 3 years | 28.43 | 18.21 | 156% |
| Returns for 5 years | 80.47 | 46.33 | 174% |
| Returns for 10 years | 55.60 | 23.08 | 241% |
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