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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$51.24
Change+$0.76 (+1.51%)
VolumeN/A
Net Assets16.57B
Nuveen Small Cap Value R6
Price$34.41
Change+$0.42 (+1.24%)
VolumeN/A
Net Assets281.8M
DFSVX vs FSCWX Comparison Chart in %
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DFSVX vs. FSCWX commentary
Sep 05, 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: 16.6B vs. FSCWX (282M). FSCWX (1.54) and DFSVX (1.52) have matching dividends . DFSVX was incepted earlier than FSCWX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : 10.40 vs. FSCWX (8.54). FSCWX (97.90) and DFSVX (93.83) have equivalent 5 years return.
| DFSVX | FSCWX | DFSVX / FSCWX | |
| Total Expense Ratio | 0.31 | 0.79 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 6.557 | 3.439 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 282M | 5,887% |
| Annual Yield % from dividends | 1.52 | 1.54 | 99% |
| Returns for 1 year | 10.40 | 8.54 | 122% |
| Returns for 3 years | 33.48 | 32.86 | 102% |
| Returns for 5 years | 93.83 | 97.90 | 96% |
| Returns for 10 years | 67.91 | N/A | - |
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