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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
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 %
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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.
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).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | 0.31 | 1.45 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 1.067 | 4.329 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 94.4M | 17,055% |
| Annual Yield % from dividends | 1.67 | 0.37 | 455% |
| Returns for 1 year | 9.45 | 8.26 | 114% |
| Returns for 3 years | 32.84 | 21.89 | 150% |
| Returns for 5 years | 105.30 | 58.97 | 179% |
| Returns for 10 years | 45.10 | 18.12 | 249% |
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