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DFSVX vs FSCAX
DFSVX vs FSCAX Comparison
Open Charts DFSVX vs FSCAX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Nuveen Small Cap Value A
Price$29.95
Change+$0.42 (+1.42%)
VolumeN/A
Net Assets263.99M
DFSVX vs FSCAX Comparison Chart
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DFSVX vs. FSCAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. FSCAX (264M). DFSVX pays higher dividends than FSCAX: DFSVX (1.65) vs FSCAX (1.38). 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 : 4.40 vs. DFSVX (0.94). FSCAX (70.65) and DFSVX (68.62) 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 | -6.110 | -6.165 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 264M | 5,606% |
| Annual Yield % from dividends | 1.65 | 1.38 | 120% |
| Returns for 1 year | 0.94 | 4.40 | 21% |
| Returns for 3 years | 7.43 | 8.29 | 90% |
| Returns for 5 years | 68.62 | 70.65 | 97% |
| Returns for 10 years | 33.33 | 54.32 | 61% |
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