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DFSVX vs FSCAX
DFSVX vs FSCAX Comparison
Open Charts DFSVX vs FSCAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Nuveen Small Cap Value A
Price$31.29
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets275.09M
DFSVX vs FSCAX Comparison Chart in %
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DFSVX vs. FSCAX commentary
Jul 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 FSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FSCAX (275M). DFSVX pays higher dividends than FSCAX: DFSVX (1.67) vs FSCAX (1.33). DFSVX was incepted earlier than FSCAX: DFSVX (32 years) vs FSCAX (31 years). FSCAX (1.31) 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 : 1.32 vs. DFSVX (0.60). FSCAX (97.15) and DFSVX (94.25) have equivalent 5 years return.
| DFSVX | FSCAX | DFSVX / FSCAX | |
| Total Expense Ratio | 0.31 | 1.20 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.31 | 24% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 0.901 | -0.572 | -157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 275M | 5,818% |
| Annual Yield % from dividends | 1.67 | 1.33 | 126% |
| Returns for 1 year | 0.60 | 1.32 | 45% |
| Returns for 3 years | 27.09 | 24.58 | 110% |
| Returns for 5 years | 94.25 | 97.15 | 97% |
| Returns for 10 years | 50.73 | 67.34 | 75% |
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