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DFSVX vs ESPIX
DFSVX vs ESPIX Comparison
Open Charts DFSVX vs ESPIX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Allspring Special Small Cap Value Adm
Price$38.33
Change-$0.41 (-1.06%)
VolumeN/A
Net Assets4.06B
DFSVX vs ESPIX Comparison Chart in %
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DFSVX vs. ESPIX commentary
Sep 27, 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 ESPIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. ESPIX (4.07B). DFSVX pays higher dividends than ESPIX: DFSVX (1.52) vs ESPIX (0.91). DFSVX was incepted earlier than ESPIX: DFSVX (33 years) vs ESPIX (29 years). ESPIX (1.34) is less costly to investors than DFSVX (0.31). ESPIX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ESPIX: DFSVX (0) vs ESPIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 7.73 vs. ESPIX (-10.86). DFSVX return over 5 years is better than : 107.90 vs. ESPIX (41.51).
| DFSVX | ESPIX | DFSVX / ESPIX | |
| Total Expense Ratio | 0.31 | 1.34 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 5.413 | -3.799 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 4.07B | 408% |
| Annual Yield % from dividends | 1.52 | 0.91 | 167% |
| Returns for 1 year | 7.73 | -10.86 | -71% |
| Returns for 3 years | 43.68 | 15.89 | 275% |
| Returns for 5 years | 107.90 | 41.51 | 260% |
| Returns for 10 years | 72.46 | 53.80 | 135% |
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