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DFSVX vs ESPAX
DFSVX vs ESPAX Comparison
Open Charts DFSVX vs ESPAX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.53B
Allspring Special Small Cap Value A
Price$35.33
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets3.61B
DFSVX vs ESPAX Comparison Chart in %
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DFSVX vs. ESPAX commentary
Nov 20, 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 Hold and ESPAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. ESPAX (3.61B). DFSVX pays higher dividends than ESPAX: DFSVX (1.69) vs ESPAX (0.93). DFSVX was incepted earlier than ESPAX: DFSVX (33 years) vs ESPAX (33 years). ESPAX (1.24) is less costly to investors than DFSVX (0.31). ESPAX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ESPAX: DFSVX (0) vs ESPAX (1000). DFSVX annual gain was more profitable for investors over the last year : -3.14 vs. ESPAX (-20.47). DFSVX return over 5 years is better than : 60.60 vs. ESPAX (9.21).
| DFSVX | ESPAX | DFSVX / ESPAX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 1.243 | -9.571 | -13% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 3.61B | 430% |
| Annual Yield % from dividends | 1.69 | 0.93 | 181% |
| Returns for 1 year | -3.14 | -20.47 | 15% |
| Returns for 3 years | 17.48 | -4.93 | -354% |
| Returns for 5 years | 60.60 | 9.21 | 658% |
| Returns for 10 years | 53.59 | 32.50 | 165% |
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