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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Nuveen Small Cap Value R6
Price$29.21
Change+$0.33 (+1.14%)
VolumeN/A
Net Assets249.12M
DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
Apr 25, 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 FSCWX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. FSCWX (249M). 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 : -0.12 vs. DFSVX (-5.06). FSCWX (104.62) and DFSVX (101.19) 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 | -12.795 | -12.112 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 249M | 5,582% |
| Annual Yield % from dividends | 1.65 | 1.71 | 97% |
| Returns for 1 year | -5.06 | -0.12 | 4,193% |
| Returns for 3 years | 3.93 | 5.08 | 77% |
| Returns for 5 years | 101.19 | 104.62 | 97% |
| Returns for 10 years | 23.87 | N/A | - |
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