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DFSVX vs ESPCX
DFSVX vs ESPCX Comparison
Open Charts DFSVX vs ESPCX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Allspring Special Small Cap Value C
Price$31.93
Change-$0.35 (-1.08%)
VolumeN/A
Net Assets4.06B
DFSVX vs ESPCX Comparison Chart in %
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DFSVX vs. ESPCX commentary
Sep 26, 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 Buy and ESPCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. ESPCX (4.07B). DFSVX pays higher dividends than ESPCX: DFSVX (1.52) vs ESPCX (0.18). DFSVX was incepted earlier than ESPCX: DFSVX (33 years) vs ESPCX (25 years). ESPCX (2.16) is less costly to investors than DFSVX (0.31). ESPCX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). 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 : 7.73 vs. ESPCX (-12.94). DFSVX return over 5 years is better than : 107.90 vs. ESPCX (32.45).
| DFSVX | ESPCX | DFSVX / ESPCX | |
| Total Expense Ratio | 0.31 | 2.16 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.16 | 14% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 5.413 | -4.356 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 4.07B | 408% |
| Annual Yield % from dividends | 1.52 | 0.18 | 846% |
| Returns for 1 year | 7.73 | -12.94 | -60% |
| Returns for 3 years | 43.68 | 10.92 | 400% |
| Returns for 5 years | 107.90 | 32.45 | 333% |
| Returns for 10 years | 72.46 | 36.99 | 196% |
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