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BRUSX vs DFSVX
BRUSX vs DFSVX Comparison
Open Charts BRUSX vs DFSVX
DFA US Small Cap Value I
Price$46.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BRUSX vs DFSVX Comparison Chart
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BRUSX vs. DFSVX commentary
Sep 16, 2024
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 BRUSX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. BRUSX (82.7M). DFSVX pays higher dividends than BRUSX: DFSVX (1.44) vs BRUSX (0.00). BRUSX was incepted earlier than DFSVX: BRUSX (30 years) vs DFSVX (32 years). BRUSX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than BRUSX: DFSVX (0) vs BRUSX (2000). DFSVX annual gain was more profitable for investors over the last year : 16.06 vs. BRUSX (12.95). DFSVX return over 5 years is better than : 48.54 vs. BRUSX (24.78).
| BRUSX | DFSVX | BRUSX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | 2.797 | 6.165 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.7M | 16.1B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 12.95 | 16.06 | 81% |
| Returns for 3 years | -31.20 | 12.33 | -253% |
| Returns for 5 years | 24.78 | 48.54 | 51% |
| Returns for 10 years | -22.07 | 36.63 | -60% |
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