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DFSVX vs NOSGX
DFSVX vs NOSGX Comparison
Open Charts DFSVX vs NOSGX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Northern Small Cap Value
Price$13.40
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets906.08M
DFSVX vs NOSGX Comparison Chart
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DFSVX vs. NOSGX 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 NOSGX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. NOSGX (906M). 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 : 17.38 vs. NOSGX (-27.52). DFSVX return over 5 years is better than : 51.83 vs. NOSGX (-32.07).
| 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 | 2.948 | 2.998 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 906M | 1,854% |
| Annual Yield % from dividends | 1.44 | 1.41 | 102% |
| Returns for 1 year | 17.38 | -27.52 | -63% |
| Returns for 3 years | 16.94 | -34.36 | -49% |
| Returns for 5 years | 51.83 | -32.07 | -162% |
| Returns for 10 years | 57.77 | -28.56 | -202% |
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