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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Nuveen Small Cap Value R6
Price$29.24
Change-$2.21 (-7.03%)
VolumeN/A
Net Assets273.53M
DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
Apr 04, 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 Hold and FSCWX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. FSCWX (274M). FSCWX (1.71) and DFSVX (1.65) have matching dividends . DFSVX was incepted earlier than FSCWX: DFSVX (32 years) vs FSCWX (9 years). FSCWX (0.87) is less costly to investors than DFSVX (0.31). FSCWX is a more actively managed with annual turnover of: 23.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FSCWX: DFSVX (0) vs FSCWX (1000000). FSCWX annual gain was more profitable for investors over the last year : 6.13 vs. DFSVX (-0.75). FSCWX (152.51) and DFSVX (148.44) have equivalent 5 years return.
| DFSVX | FSCWX | DFSVX / FSCWX | |
| Total Expense Ratio | 0.31 | 0.80 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.586 | -4.291 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 274M | 5,474% |
| Annual Yield % from dividends | 1.65 | 1.71 | 97% |
| Returns for 1 year | -0.75 | 6.13 | -12% |
| Returns for 3 years | 7.99 | 11.29 | 71% |
| Returns for 5 years | 148.44 | 152.51 | 97% |
| Returns for 10 years | 31.44 | N/A | - |
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