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DFSVX vs NSVAX
DFSVX vs NSVAX Comparison
Open Charts DFSVX vs NSVAX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Columbia Small Cap Value II Inst
Price$12.61
Change+$0.23 (+1.86%)
VolumeN/A
Net Assets764.2M
DFSVX vs NSVAX Comparison Chart
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DFSVX vs. NSVAX commentary
Apr 25, 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 NSVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. NSVAX (764M). NSVAX pays higher dividends than DFSVX: NSVAX (1.88) vs DFSVX (1.65). DFSVX was incepted earlier than NSVAX: DFSVX (32 years) vs NSVAX (23 years). NSVAX (1.11) is less costly to investors than DFSVX (0.31). NSVAX is a more actively managed with annual turnover of: 88.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NSVAX: DFSVX (0) vs NSVAX (2000). DFSVX annual gain was more profitable for investors over the last year : -5.06 vs. NSVAX (-25.86). DFSVX return over 5 years is better than : 101.19 vs. NSVAX (23.35).
| DFSVX | NSVAX | DFSVX / NSVAX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.11 | 28% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -12.795 | -13.908 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 764M | 1,819% |
| Annual Yield % from dividends | 1.65 | 1.88 | 88% |
| Returns for 1 year | -5.06 | -25.86 | 20% |
| Returns for 3 years | 3.93 | -28.95 | -14% |
| Returns for 5 years | 101.19 | 23.35 | 433% |
| Returns for 10 years | 23.87 | -28.92 | -83% |
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