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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.54B
Nuveen Small Cap Value R6
Price$30.35
Change-$0.13 (-0.43%)
VolumeN/A
Net Assets260.14M
DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
May 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 Hold and FSCWX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. FSCWX (260M). FSCWX (1.82) and DFSVX (1.75) 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 : 3.14 vs. DFSVX (-2.53). FSCWX return over 5 years is better than : 102.01 vs. DFSVX (94.42).
| 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 | -8.842 | -7.638 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 260M | 5,577% |
| Annual Yield % from dividends | 1.75 | 1.82 | 96% |
| Returns for 1 year | -2.53 | 3.14 | -81% |
| Returns for 3 years | 13.36 | 16.62 | 80% |
| Returns for 5 years | 94.42 | 102.01 | 93% |
| Returns for 10 years | 29.96 | N/A | - |
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