Ad is loading...
DFSVX vs ICSCX
DFSVX vs ICSCX Comparison
Open Charts DFSVX vs ICSCX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
William Blair Small Cap Value I
Price$29.05
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
DFSVX vs ICSCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. ICSCX commentary
Feb 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 ICSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. ICSCX (1.3B). 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 : 9.32 vs. ICSCX (-0.02). DFSVX return over 5 years is better than : 52.23 vs. ICSCX (5.80).
| 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 | -1.546 | -1.891 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.3B | 1,227% |
| Annual Yield % from dividends | 1.44 | 0.79 | 182% |
| Returns for 1 year | 9.32 | -0.02 | -56,088% |
| Returns for 3 years | 17.14 | -5.48 | -313% |
| Returns for 5 years | 52.23 | 5.80 | 901% |
| Returns for 10 years | 41.91 | 6.22 | 674% |
View a ticker or compare two or three
VS
VS
Ad is loading...