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DFSVX vs ICSCX
DFSVX vs ICSCX Comparison
Open Charts DFSVX vs ICSCX
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
William Blair Small Cap Value I
Price$29.22
Change-$0.40 (-1.35%)
VolumeN/A
Net Assets1.07B
DFSVX vs ICSCX Comparison Chart in %
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DFSVX vs. ICSCX commentary
Oct 08, 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: 16.5B vs. ICSCX (1.07B). DFSVX pays higher dividends than ICSCX: DFSVX (1.66) vs ICSCX (0.88). DFSVX was incepted earlier than ICSCX: DFSVX (33 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 : 6.58 vs. ICSCX (-1.94). DFSVX return over 5 years is better than : 84.66 vs. ICSCX (21.67).
| DFSVX | ICSCX | DFSVX / ICSCX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.92 | 34% |
| Fund Existence | 33 years | 36 years | - |
| Gain YTD | 4.858 | 0.034 | 14,383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.07B | 1,541% |
| Annual Yield % from dividends | 1.66 | 0.88 | 188% |
| Returns for 1 year | 6.58 | -1.94 | -340% |
| Returns for 3 years | 37.50 | 9.10 | 412% |
| Returns for 5 years | 84.66 | 21.67 | 391% |
| Returns for 10 years | 58.69 | 9.58 | 612% |
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