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DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Goldman Sachs Small Cap Value R
Price$30.27
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets883.92M
DFSVX vs GSQRX Comparison Chart
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DFSVX vs. GSQRX commentary
May 23, 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 GSQRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. GSQRX (884M). DFSVX pays higher dividends than GSQRX: DFSVX (1.75) vs GSQRX (1.05). DFSVX was incepted earlier than GSQRX: DFSVX (32 years) vs GSQRX (17 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 : -3.63 vs. GSQRX (-18.93). DFSVX return over 5 years is better than : 94.99 vs. GSQRX (-10.21).
| DFSVX | GSQRX | DFSVX / GSQRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.68 | 18% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -8.573 | -5.630 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 884M | 1,652% |
| Annual Yield % from dividends | 1.75 | 1.05 | 166% |
| Returns for 1 year | -3.63 | -18.93 | 19% |
| Returns for 3 years | 12.64 | -29.36 | -43% |
| Returns for 5 years | 94.99 | -10.21 | -930% |
| Returns for 10 years | 28.61 | -41.24 | -69% |
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