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DFSVX vs ESPCX
DFSVX vs ESPCX Comparison
Open Charts DFSVX vs ESPCX
DFA US Small Cap Value I
Price$48.02
Change+$0.11 (+0.23%)
VolumeN/A
CapitalizationN/A
Allspring Special Small Cap Value C
Price$37.10
Change+$0.08 (+0.22%)
VolumeN/A
CapitalizationN/A
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DFSVX vs ESPCX Comparison Chart
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DFSVX vs. ESPCX commentary
Nov 05, 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 Buy and ESPCX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. ESPCX (5.33B). DFSVX pays higher dividends than ESPCX: DFSVX (1.44) vs ESPCX (0.00). DFSVX was incepted earlier than ESPCX: DFSVX (32 years) vs ESPCX (24 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. ESPCX (22.00). DFSVX has a lower initial minimum investment than ESPCX: DFSVX (0) vs ESPCX (1000). DFSVX annual gain was more profitable for investors over the last year : 20.56 vs. ESPCX (17.15). DFSVX return over 5 years is better than : 47.92 vs. ESPCX (20.45).
| DFSVX | ESPCX | DFSVX / ESPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.081 | 5.458 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 5.33B | 310% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 20.56 | 17.15 | 120% |
| Returns for 3 years | 1.21 | -10.04 | -12% |
| Returns for 5 years | 47.92 | 20.45 | 234% |
| Returns for 10 years | 39.40 | 22.24 | 177% |
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