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DFSVX vs ICSCX
DFSVX vs ICSCX Comparison
Open Charts DFSVX vs ICSCX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
William Blair Small Cap Value I
Price$30.26
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.37B
DFSVX vs ICSCX Comparison Chart
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DFSVX vs. ICSCX commentary
Jan 19, 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: 16.8B vs. ICSCX (1.37B). DFSVX pays higher dividends than ICSCX: DFSVX (1.44) vs ICSCX (0.79). DFSVX was incepted earlier than ICSCX: DFSVX (32 years) vs ICSCX (36 years). ICSCX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). 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 : 17.38 vs. ICSCX (7.67). DFSVX return over 5 years is better than : 51.83 vs. ICSCX (7.00).
| DFSVX | ICSCX | DFSVX / ICSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 36 years | - |
| Gain YTD | 2.948 | 2.195 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.37B | 1,224% |
| Annual Yield % from dividends | 1.44 | 0.79 | 182% |
| Returns for 1 year | 17.38 | 7.67 | 226% |
| Returns for 3 years | 16.94 | -7.62 | -222% |
| Returns for 5 years | 51.83 | 7.00 | 741% |
| Returns for 10 years | 57.77 | 15.68 | 368% |
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