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DFSVX vs ESPNX
DFSVX vs ESPNX Comparison
Open Charts DFSVX vs ESPNX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Allspring Special Small Cap Value Inst
Price$44.53
Change-$0.52 (-1.15%)
VolumeN/A
CapitalizationN/A
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DFSVX vs ESPNX Comparison Chart
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DFSVX vs. ESPNX commentary
Sep 21, 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 ESPNX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. ESPNX (5.53B). DFSVX pays higher dividends than ESPNX: DFSVX (1.44) vs ESPNX (1.08). DFSVX was incepted earlier than ESPNX: DFSVX (32 years) vs ESPNX (14 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. ESPNX (22.00). DFSVX has a lower initial minimum investment than ESPNX: DFSVX (0) vs ESPNX (1000000). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. ESPNX (16.95). DFSVX return over 5 years is better than : 53.86 vs. ESPNX (33.75).
| DFSVX | ESPNX | DFSVX / ESPNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 7.846 | 7.215 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 5.53B | 302% |
| Annual Yield % from dividends | 1.44 | 1.08 | 134% |
| Returns for 1 year | 19.84 | 16.95 | 117% |
| Returns for 3 years | 13.38 | 4.27 | 314% |
| Returns for 5 years | 53.86 | 33.75 | 160% |
| Returns for 10 years | 39.64 | 44.69 | 89% |
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