Interact to see
Advertisement
Advertisement
DFSVX vs ESPCX
DFSVX vs ESPCX Comparison
Open Charts DFSVX vs ESPCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Allspring Special Small Cap Value C
Price$32.44
Change-$0.31 (-0.95%)
VolumeN/A
Net Assets4.24B
DFSVX vs ESPCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. ESPCX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ESPCX (4.24B). DFSVX pays higher dividends than ESPCX: DFSVX (1.64) vs ESPCX (0.19). DFSVX was incepted earlier than ESPCX: DFSVX (32 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 : 5.62 vs. ESPCX (-10.46). DFSVX return over 5 years is better than : 80.15 vs. ESPCX (21.33).
| DFSVX | ESPCX | DFSVX / ESPCX | |
| Total Expense Ratio | 0.31 | 2.16 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.16 | 14% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 1.483 | -3.881 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 4.24B | 380% |
| Annual Yield % from dividends | 1.64 | 0.19 | 871% |
| Returns for 1 year | 5.62 | -10.46 | -54% |
| Returns for 3 years | 16.09 | -7.95 | -202% |
| Returns for 5 years | 80.15 | 21.33 | 376% |
| Returns for 10 years | 50.63 | 25.89 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFIS | 30.90 | 0.11 | +0.37% |
| Dimensional International Small Cap ETF | |||
| ETO | 27.25 | 0.08 | +0.31% |
| Eaton Vance Tax-Advantaged Global Div Oppor Fund | |||
| ONEZ | 26.00 | 0.01 | +0.05% |
| TrueShares Seasonality Laddered Buf ETF | |||
| ITDG | 35.76 | -0.01 | -0.04% |
| iShares LifePath Target Date 2055 ETF | |||
| RVNU | 23.64 | -0.06 | -0.25% |
| Xtrackers Municipal Infras Rev Bd ETF | |||