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DFSVX vs FSCVX
DFSVX vs FSCVX Comparison
Open Charts DFSVX vs FSCVX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets13.84B
Nuveen Small Cap Value C
Price$23.15
Change+$1.70 (+7.93%)
VolumeN/A
Net Assets234.42M
DFSVX vs FSCVX Comparison Chart
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DFSVX vs. FSCVX commentary
Apr 11, 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: 13.8B vs. FSCVX (234M). DFSVX pays higher dividends than FSCVX: DFSVX (1.65) vs FSCVX (0.61). DFSVX was incepted earlier than FSCVX: DFSVX (32 years) vs FSCVX (26 years). FSCVX (2.03) 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 : -10.56 vs. DFSVX (-15.85). DFSVX return over 5 years is better than : 73.80 vs. FSCVX (69.09).
| DFSVX | FSCVX | DFSVX / FSCVX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 2.03 | 15% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -20.700 | -18.223 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 234M | 5,897% |
| Annual Yield % from dividends | 1.65 | 0.61 | 269% |
| Returns for 1 year | -15.85 | -10.56 | 150% |
| Returns for 3 years | -5.38 | -4.53 | 119% |
| Returns for 5 years | 73.80 | 69.09 | 107% |
| Returns for 10 years | 11.58 | 26.21 | 44% |
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