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DFSVX vs NOSGX
DFSVX vs NOSGX Comparison
Open Charts DFSVX vs NOSGX
DFA US Small Cap Value I
Price$48.51
Change-$0.48 (-0.98%)
VolumeN/A
Net Assets16.06B
Northern Small Cap Value
Price$13.23
Change-$0.14 (-1.05%)
VolumeN/A
Net Assets674.99M
DFSVX vs NOSGX Comparison Chart in %
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DFSVX vs. NOSGX commentary
Jul 13, 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 StrongBuy and NOSGX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. NOSGX (675M). DFSVX pays higher dividends than NOSGX: DFSVX (1.67) vs NOSGX (0.89). 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: 26.80 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 : 5.71 vs. NOSGX (-33.17). DFSVX return over 5 years is better than : 106.07 vs. NOSGX (-7.47).
| 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 | 0.880 | 1.691 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 675M | 2,385% |
| Annual Yield % from dividends | 1.67 | 0.89 | 187% |
| Returns for 1 year | 5.71 | -33.17 | -17% |
| Returns for 3 years | 34.32 | -24.23 | -142% |
| Returns for 5 years | 106.07 | -7.47 | -1,419% |
| Returns for 10 years | 42.98 | -33.56 | -128% |
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