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DFSVX vs ICSCX
DFSVX vs ICSCX Comparison
Open Charts DFSVX vs ICSCX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.82B
William Blair Small Cap Value I
Price$28.51
Change-$0.18 (-0.63%)
VolumeN/A
Net Assets1.1B
DFSVX vs ICSCX Comparison Chart in %
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DFSVX vs. ICSCX commentary
Jul 20, 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 ICSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.8B vs. ICSCX (1.1B). DFSVX pays higher dividends than ICSCX: DFSVX (1.67) vs ICSCX (0.93). DFSVX was incepted earlier than ICSCX: DFSVX (32 years) vs ICSCX (36 years). ICSCX (0.92) is less costly to investors than DFSVX (0.31). ICSCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ICSCX: DFSVX (0) vs ICSCX (500000). DFSVX annual gain was more profitable for investors over the last year : 0.39 vs. ICSCX (-8.06). DFSVX return over 5 years is better than : 94.20 vs. ICSCX (30.58).
| DFSVX | ICSCX | DFSVX / ICSCX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.92 | 34% |
| Fund Existence | 32 years | 36 years | - |
| Gain YTD | -0.576 | -3.715 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 1.1B | 1,442% |
| Annual Yield % from dividends | 1.67 | 0.93 | 179% |
| Returns for 1 year | 0.39 | -8.06 | -5% |
| Returns for 3 years | 26.44 | -1.67 | -1,579% |
| Returns for 5 years | 94.20 | 30.58 | 308% |
| Returns for 10 years | 44.66 | 3.72 | 1,202% |
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