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DFSVX vs FSCVX
DFSVX vs FSCVX Comparison
Open Charts DFSVX vs FSCVX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Nuveen Small Cap Value C
Price$24.19
Change+$0.52 (+2.20%)
VolumeN/A
Net Assets255.71M
DFSVX vs FSCVX Comparison Chart
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DFSVX vs. FSCVX commentary
May 09, 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 FSCVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. FSCVX (256M). DFSVX pays higher dividends than FSCVX: DFSVX (1.75) vs FSCVX (0.65). DFSVX was incepted earlier than FSCVX: DFSVX (32 years) vs FSCVX (26 years). FSCVX (2.06) is less costly to investors than DFSVX (0.31). FSCVX is a more actively managed with annual turnover of: 23.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FSCVX: DFSVX (0) vs FSCVX (3000). FSCVX annual gain was more profitable for investors over the last year : -0.93 vs. DFSVX (-3.50). DFSVX return over 5 years is better than : 92.33 vs. FSCVX (84.43).
| DFSVX | FSCVX | DFSVX / FSCVX | |
| Total Expense Ratio | 0.31 | 1.95 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 2.06 | 15% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -9.256 | -9.760 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 256M | 5,547% |
| Annual Yield % from dividends | 1.75 | 0.65 | 267% |
| Returns for 1 year | -3.50 | -0.93 | 376% |
| Returns for 3 years | 13.02 | 10.77 | 121% |
| Returns for 5 years | 92.33 | 84.43 | 109% |
| Returns for 10 years | 28.50 | 40.01 | 71% |
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