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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Nuveen Small Cap Value R6
Price$30.86
Change-$0.55 (-1.75%)
VolumeN/A
Net Assets267.27M
DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
Jun 15, 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: 15.2B vs. FSCWX (267M). FSCWX (1.72) and DFSVX (1.65) have matching dividends . DFSVX was incepted earlier than FSCWX: DFSVX (32 years) vs FSCWX (9 years). FSCWX (0.90) 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 : 7.42 vs. DFSVX (1.83). FSCWX return over 5 years is better than : 96.08 vs. DFSVX (86.94).
| DFSVX | FSCWX | DFSVX / FSCWX | |
| Total Expense Ratio | 0.31 | 0.79 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.462 | -4.413 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 267M | 5,693% |
| Annual Yield % from dividends | 1.65 | 1.72 | 96% |
| Returns for 1 year | 1.83 | 7.42 | 25% |
| Returns for 3 years | 19.38 | 24.27 | 80% |
| Returns for 5 years | 86.94 | 96.08 | 90% |
| Returns for 10 years | 30.89 | N/A | - |
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