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DFSVX vs ESPAX
DFSVX vs ESPAX Comparison
Open Charts DFSVX vs ESPAX
DFA US Small Cap Value I
Price$46.03
Change-$0.81 (-1.73%)
VolumeN/A
CapitalizationN/A
Allspring Special Small Cap Value A
Price$41.03
Change-$0.51 (-1.23%)
VolumeN/A
CapitalizationN/A
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DFSVX vs ESPAX Comparison Chart
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DFSVX vs. ESPAX commentary
Sep 08, 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 DFSVX is a StrongSell and ESPAX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. ESPAX (5.23B). DFSVX pays higher dividends than ESPAX: DFSVX (1.44) vs ESPAX (0.78). DFSVX was incepted earlier than ESPAX: DFSVX (32 years) vs ESPAX (31 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. ESPAX (22.00). 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 : 15.15 vs. ESPAX (12.63). DFSVX return over 5 years is better than : 57.18 vs. ESPAX (33.31).
| DFSVX | ESPAX | DFSVX / ESPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 5.021 | 4.514 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 5.23B | 298% |
| Annual Yield % from dividends | 1.44 | 0.78 | 185% |
| Returns for 1 year | 15.15 | 12.63 | 120% |
| Returns for 3 years | 7.53 | -2.80 | -269% |
| Returns for 5 years | 57.18 | 33.31 | 172% |
| Returns for 10 years | 33.02 | 33.40 | 99% |
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