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DCSVX vs DFSVX
DCSVX vs DFSVX Comparison
Open Charts DCSVX vs DFSVX
Dunham Small Cap Value C
Price$9.90
Change+$0.21 (+2.17%)
VolumeN/A
Net Assets96.32M
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
DCSVX vs DFSVX Comparison Chart
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DCSVX vs. DFSVX commentary
Apr 25, 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: 13.9B vs. DCSVX (96.3M). DFSVX pays higher dividends than DCSVX: DFSVX (1.65) vs DCSVX (0.04). DCSVX was incepted earlier than DFSVX: DCSVX (20 years) vs DFSVX (32 years). DCSVX (2.35) 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 : -5.06 vs. DCSVX (-20.54). DFSVX return over 5 years is better than : 101.19 vs. DCSVX (12.12).
| DCSVX | DFSVX | DCSVX / DFSVX | |
| Total Expense Ratio | 2.35 | 0.31 | 758% |
| Annual Report Gross Expense Ratio | 2.35 | 0.31 | 758% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -15.149 | -12.795 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 13.9B | 1% |
| Annual Yield % from dividends | 0.04 | 1.65 | 2% |
| Returns for 1 year | -20.54 | -5.06 | 406% |
| Returns for 3 years | -27.44 | 3.93 | -698% |
| Returns for 5 years | 12.12 | 101.19 | 12% |
| Returns for 10 years | -29.38 | 23.87 | -123% |
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