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DFSVX vs NOSGX
DFSVX vs NOSGX Comparison
Open Charts DFSVX vs NOSGX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
Northern Small Cap Value
Price$12.26
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets654.78M
DFSVX vs NOSGX Comparison Chart
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DFSVX vs. NOSGX commentary
Jun 06, 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 Buy and NOSGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. NOSGX (655M). DFSVX pays higher dividends than NOSGX: DFSVX (1.65) vs NOSGX (0.92). DFSVX was incepted earlier than NOSGX: DFSVX (32 years) vs NOSGX (31 years). NOSGX (0.66) is less costly to investors than DFSVX (0.31). NOSGX is a more actively managed with annual turnover of: 18.61 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NOSGX: DFSVX (0) vs NOSGX (2500). DFSVX annual gain was more profitable for investors over the last year : -0.92 vs. NOSGX (-36.10). DFSVX return over 5 years is better than : 66.28 vs. NOSGX (-24.57).
| DFSVX | NOSGX | DFSVX / NOSGX | |
| Total Expense Ratio | 0.31 | 0.51 | 61% |
| Annual Report Gross Expense Ratio | 0.31 | 0.66 | 47% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | -7.414 | -5.688 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 655M | 2,260% |
| Annual Yield % from dividends | 1.65 | 0.92 | 179% |
| Returns for 1 year | -0.92 | -36.10 | 3% |
| Returns for 3 years | 7.11 | -37.47 | -19% |
| Returns for 5 years | 66.28 | -24.57 | -270% |
| Returns for 10 years | 31.37 | -37.63 | -83% |
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