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DFSVX vs NOSGX
DFSVX vs NOSGX Comparison
Open Charts DFSVX vs NOSGX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets16.25B
Northern Small Cap Value
Price$12.81
Change-$0.26 (-1.99%)
VolumeN/A
Net Assets855.68M
DFSVX vs NOSGX Comparison Chart
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DFSVX vs. NOSGX commentary
Feb 22, 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 NOSGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. NOSGX (856M). DFSVX (1.44) and NOSGX (1.41) have matching dividends . DFSVX was incepted earlier than NOSGX: DFSVX (32 years) vs NOSGX (31 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. NOSGX (13.25). 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 : 12.38 vs. NOSGX (-29.82). DFSVX return over 5 years is better than : 55.86 vs. NOSGX (-30.63).
| DFSVX | NOSGX | DFSVX / NOSGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 0.804 | 1.384 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 856M | 1,893% |
| Annual Yield % from dividends | 1.44 | 1.41 | 102% |
| Returns for 1 year | 12.38 | -29.82 | -42% |
| Returns for 3 years | 18.09 | -32.84 | -55% |
| Returns for 5 years | 55.86 | -30.63 | -182% |
| Returns for 10 years | 46.08 | -32.45 | -142% |
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