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DFSVX vs GSQRX
DFSVX vs GSQRX Comparison
Open Charts DFSVX vs GSQRX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Goldman Sachs Small Cap Value R
Price$28.70
Change-$2.11 (-6.85%)
VolumeN/A
Net Assets922.56M
DFSVX vs GSQRX Comparison Chart
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DFSVX vs. GSQRX commentary
Apr 04, 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: 15B vs. GSQRX (923M). DFSVX pays higher dividends than GSQRX: DFSVX (1.65) vs GSQRX (1.02). 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 : -0.75 vs. GSQRX (-17.28). DFSVX return over 5 years is better than : 148.44 vs. GSQRX (9.06).
| 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 | -6.586 | -4.168 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 923M | 1,625% |
| Annual Yield % from dividends | 1.65 | 1.02 | 163% |
| Returns for 1 year | -0.75 | -17.28 | 4% |
| Returns for 3 years | 7.99 | -35.11 | -23% |
| Returns for 5 years | 148.44 | 9.06 | 1,638% |
| Returns for 10 years | 31.44 | -40.87 | -77% |
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