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DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$11.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets107.19M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
DCSVX vs DFSVX Comparison Chart in %
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DCSVX vs. DFSVX commentary
Sep 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 DCSVX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. DCSVX (107M). DFSVX pays higher dividends than DCSVX: DFSVX (1.52) vs DCSVX (0.04). DCSVX was incepted earlier than DFSVX: DCSVX (21 years) vs DFSVX (33 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 : 11.40 vs. DCSVX (-7.24). DFSVX return over 5 years is better than : 94.21 vs. DCSVX (16.32).
| 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 | 33 years | - |
| Gain YTD | 4.904 | 6.765 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 16.8B | 1% |
| Annual Yield % from dividends | 0.04 | 1.52 | 2% |
| Returns for 1 year | -7.24 | 11.40 | -64% |
| Returns for 3 years | -0.38 | 35.36 | -1% |
| Returns for 5 years | 16.32 | 94.21 | 17% |
| Returns for 10 years | -4.72 | 64.86 | -7% |
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