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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Pear Tree Polaris Small Cap Ord
Price$27.88
Change-$0.27 (-0.96%)
VolumeN/A
Net Assets89.91M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. USBNX (89.9M). DFSVX pays higher dividends than USBNX: DFSVX (1.69) vs USBNX (0.36). 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 : -2.43 vs. USBNX (-7.44). DFSVX return over 5 years is better than : 68.62 vs. USBNX (36.87).
| 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 | 3.416 | 4.144 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 89.9M | 17,686% |
| Annual Yield % from dividends | 1.69 | 0.36 | 468% |
| Returns for 1 year | -2.43 | -7.44 | 33% |
| Returns for 3 years | 20.11 | 9.85 | 204% |
| Returns for 5 years | 68.62 | 36.87 | 186% |
| Returns for 10 years | 59.40 | 24.04 | 247% |
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