Interact to see
Advertisement
Advertisement
DFSVX vs NSDVX
DFSVX vs NSDVX Comparison
Open Charts DFSVX vs NSDVX
DFA US Small Cap Value I
Price$44.21
Change-$1.33 (-2.92%)
VolumeN/A
Net Assets15.04B
DFSVX vs NSDVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. NSDVX commentary
May 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 Buy and NSDVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. NSDVX (82.7M). NSDVX pays higher dividends than DFSVX: NSDVX (3.05) vs DFSVX (1.75). DFSVX was incepted earlier than NSDVX: DFSVX (32 years) vs NSDVX (12 years). NSDVX (1.40) is less costly to investors than DFSVX (0.31). NSDVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NSDVX: DFSVX (0) vs NSDVX (5000). NSDVX (-4.24) and DFSVX (-4.37) have marching annual gain over last year. DFSVX return over 5 years is better than : 95.13 vs. NSDVX (48.47).
| DFSVX | NSDVX | DFSVX / NSDVX | |
| Total Expense Ratio | 0.31 | 1.40 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.40 | 22% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -8.511 | -6.053 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 82.7M | 18,138% |
| Annual Yield % from dividends | 1.75 | 3.05 | 57% |
| Returns for 1 year | -4.37 | -4.24 | 103% |
| Returns for 3 years | 14.43 | 5.27 | 274% |
| Returns for 5 years | 95.13 | 48.47 | 196% |
| Returns for 10 years | 28.70 | 42.33 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers