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DFSVX vs FSCAX
DFSVX vs FSCAX Comparison
Open Charts DFSVX vs FSCAX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.29B
Nuveen Small Cap Value A
Price$26.82
Change+$0.19 (+0.71%)
VolumeN/A
Net Assets241.92M
DFSVX vs FSCAX Comparison Chart
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DFSVX vs. FSCAX commentary
Apr 14, 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 Hold and FSCAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. FSCAX (242M). DFSVX pays higher dividends than FSCAX: DFSVX (1.65) vs FSCAX (1.37). DFSVX was incepted earlier than FSCAX: DFSVX (32 years) vs FSCAX (31 years). FSCAX (1.28) is less costly to investors than DFSVX (0.31). FSCAX is a more actively managed with annual turnover of: 23.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FSCAX: DFSVX (0) vs FSCAX (3000). FSCAX annual gain was more profitable for investors over the last year : -3.77 vs. DFSVX (-10.09). FSCAX (82.60) and DFSVX (81.60) have equivalent 5 years return.
| DFSVX | FSCAX | DFSVX / FSCAX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.28 | 24% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | -17.140 | -14.776 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 242M | 5,496% |
| Annual Yield % from dividends | 1.65 | 1.37 | 121% |
| Returns for 1 year | -10.09 | -3.77 | 268% |
| Returns for 3 years | -1.27 | 1.64 | -77% |
| Returns for 5 years | 81.60 | 82.60 | 99% |
| Returns for 10 years | 16.53 | 41.78 | 40% |
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