DFSVX
Price
$48.49
Change
-$0.03 (-0.06%)
Updated
Jul 28 closing price
Net Assets
16.01B
USBNX
Price
$27.96
Change
+$0.06 (+0.22%)
Updated
Jul 28 closing price
Net Assets
93.27M
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DFSVX vs USBNX

Header iconDFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNXBanner chart's image
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.

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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).
DFSVXUSBNXDFSVX / USBNX
Total Expense Ratio0.311.4521%
Annual Report Gross Expense Ratio0.311.4521%
Fund Existence32 years33 years-
Gain YTD0.8383.44124%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets16B93.3M17,149%
Annual Yield % from dividends1.670.37455%
Returns for 1 year-1.12-1.5572%
Returns for 3 years21.6312.26176%
Returns for 5 years89.7451.56174%
Returns for 10 years49.0216.50297%
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