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DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets97.54M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
DCSVX vs DFSVX Comparison Chart
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DCSVX vs. DFSVX commentary
Jun 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 DCSVX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. DCSVX (97.5M). DFSVX pays higher dividends than DCSVX: DFSVX (1.65) vs DCSVX (0.04). DCSVX was incepted earlier than DFSVX: DCSVX (21 years) vs DFSVX (32 years). DCSVX (2.24) is less costly to investors than DFSVX (0.31). DCSVX is a more actively managed with annual turnover of: 159.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DCSVX: DFSVX (0) vs DCSVX (5000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. DCSVX (-12.57). DFSVX return over 5 years is better than : 86.94 vs. DCSVX (12.59).
| DCSVX | DFSVX | DCSVX / DFSVX | |
| Total Expense Ratio | 2.24 | 0.31 | 723% |
| Annual Report Gross Expense Ratio | 2.24 | 0.31 | 723% |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -5.254 | -6.462 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.5M | 15.2B | 1% |
| Annual Yield % from dividends | 0.04 | 1.65 | 2% |
| Returns for 1 year | -12.57 | 1.83 | -686% |
| Returns for 3 years | -11.64 | 19.38 | -60% |
| Returns for 5 years | 12.59 | 86.94 | 14% |
| Returns for 10 years | -20.86 | 30.89 | -68% |
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