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DFSVX vs ESPRX
DFSVX vs ESPRX Comparison
Open Charts DFSVX vs ESPRX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.21B
Allspring Special Small Cap Value R6
Price$38.97
Change-$0.36 (-0.92%)
VolumeN/A
Net Assets4.28B
DFSVX vs ESPRX Comparison Chart in %
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DFSVX vs. ESPRX commentary
Aug 16, 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 ESPRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. ESPRX (4.28B). DFSVX pays higher dividends than ESPRX: DFSVX (1.64) vs ESPRX (1.30). DFSVX was incepted earlier than ESPRX: DFSVX (32 years) vs ESPRX (11 years). ESPRX (0.99) is less costly to investors than DFSVX (0.31). ESPRX is a more actively managed with annual turnover of: 22.00 vs. DFSVX (12.00). DFSVX (0) and ESPRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. ESPRX (-7.11). DFSVX return over 5 years is better than : 80.15 vs. ESPRX (32.26).
| DFSVX | ESPRX | DFSVX / ESPRX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 1.483 | -2.261 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 4.28B | 379% |
| Annual Yield % from dividends | 1.64 | 1.30 | 127% |
| Returns for 1 year | 5.62 | -7.11 | -79% |
| Returns for 3 years | 16.09 | -2.24 | -719% |
| Returns for 5 years | 80.15 | 32.26 | 248% |
| Returns for 10 years | 50.63 | 46.06 | 110% |
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