DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
USBNX
Price
$28.20
Change
+$0.16 (+0.57%)
Updated
Jul 3 closing price
Net Assets
94.4M
Interact to see
Advertisement

DFSVX vs USBNX

Header iconDFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Pear Tree Polaris Small Cap Ord
Price$28.20
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets94.4M
DFSVX vs USBNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFSVX vs. USBNX commentary
Jul 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 USBNX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. USBNX (94.4M). 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). DFSVX (12.00) and USBNX (12.00) have comparable annual turnover. 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 : 9.45 vs. USBNX (8.26). DFSVX return over 5 years is better than : 105.30 vs. USBNX (58.97).
DFSVXUSBNXDFSVX / USBNX
Total Expense Ratio0.311.4521%
Annual Report Gross Expense Ratio0.311.4521%
Fund Existence32 years33 years-
Gain YTD1.0674.32925%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B94.4M17,055%
Annual Yield % from dividends1.670.37455%
Returns for 1 year9.458.26114%
Returns for 3 years32.8421.89150%
Returns for 5 years105.3058.97179%
Returns for 10 years45.1018.12249%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ILLLX28.600.39
+1.38%
Transamerica Capital Growth C
DLACX15.830.15
+0.96%
BNY Mellon Large Cap Equity Y
PNOPX125.080.99
+0.80%
Putnam Sustainable Leaders A
HLMVX36.660.19
+0.52%
Harding Loevner Global Equity Inst
MRVAX13.78-0.03
-0.22%
Mirova International Megatrends A