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DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Goldman Sachs Small Cap Value R
Price$34.31
Change-$0.22 (-0.64%)
VolumeN/A
Net Assets939.43M
DFSVX vs GSQRX Comparison Chart in %
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DFSVX vs. GSQRX commentary
Sep 27, 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 GSQRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. GSQRX (939M). DFSVX pays higher dividends than GSQRX: DFSVX (1.52) vs GSQRX (0.91). DFSVX was incepted earlier than GSQRX: DFSVX (33 years) vs GSQRX (18 years). GSQRX (1.68) is less costly to investors than DFSVX (0.31). GSQRX is a more actively managed with annual turnover of: 83.00 vs. DFSVX (12.00). DFSVX (0) and GSQRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 7.73 vs. GSQRX (-11.85). DFSVX return over 5 years is better than : 107.90 vs. GSQRX (-4.23).
| DFSVX | GSQRX | DFSVX / GSQRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.68 | 18% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 5.413 | 7.403 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 939M | 1,768% |
| Annual Yield % from dividends | 1.52 | 0.91 | 166% |
| Returns for 1 year | 7.73 | -11.85 | -65% |
| Returns for 3 years | 43.68 | -9.82 | -445% |
| Returns for 5 years | 107.90 | -4.23 | -2,551% |
| Returns for 10 years | 72.46 | -24.21 | -299% |
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