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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Pear Tree Polaris Small Cap Ord
Price$28.98
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets95.93M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Sep 09, 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: 16.8B vs. USBNX (95.9M). DFSVX pays higher dividends than USBNX: DFSVX (1.52) 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 : 13.14 vs. USBNX (7.91). DFSVX return over 5 years is better than : 97.58 vs. USBNX (57.75).
| 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 | 6.557 | 7.214 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 95.9M | 17,518% |
| Annual Yield % from dividends | 1.52 | 0.35 | 439% |
| Returns for 1 year | 13.14 | 7.91 | 166% |
| Returns for 3 years | 30.06 | 21.64 | 139% |
| Returns for 5 years | 97.58 | 57.75 | 169% |
| Returns for 10 years | 66.51 | 34.28 | 194% |
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