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DFSVX vs FSCAX
DFSVX vs FSCAX Comparison
Open Charts DFSVX vs FSCAX
DFA US Small Cap Value I
Price$46.42
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets15.34B
Nuveen Small Cap Value A
Price$30.57
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets270.31M
DFSVX vs FSCAX Comparison Chart in %
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DFSVX vs. FSCAX commentary
Jul 01, 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: 15.3B vs. FSCAX (270M). 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 : 6.81 vs. DFSVX (4.03). FSCAX (97.33) and DFSVX (97.12) 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 | -3.467 | -2.955 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 270M | 5,667% |
| Annual Yield % from dividends | 1.65 | 1.38 | 120% |
| Returns for 1 year | 4.03 | 6.81 | 59% |
| Returns for 3 years | 26.88 | 25.87 | 104% |
| Returns for 5 years | 97.12 | 97.33 | 100% |
| Returns for 10 years | 38.01 | 59.28 | 64% |
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