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DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
Goldman Sachs Small Cap Value R
Price$35.08
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets956.6M
DFSVX vs GSQRX Comparison Chart in %
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DFSVX vs. GSQRX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. GSQRX (957M). 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 : 11.40 vs. GSQRX (-9.04). DFSVX return over 5 years is better than : 94.21 vs. GSQRX (-10.00).
| 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 | 6.765 | 8.647 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 957M | 1,755% |
| Annual Yield % from dividends | 1.52 | 0.91 | 166% |
| Returns for 1 year | 11.40 | -9.04 | -126% |
| Returns for 3 years | 35.36 | -14.80 | -239% |
| Returns for 5 years | 94.21 | -10.00 | -942% |
| Returns for 10 years | 64.86 | -26.74 | -243% |
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