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DFSVX vs NSVAX
DFSVX vs NSVAX Comparison
Open Charts DFSVX vs NSVAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Columbia Sm Cp Val and Inflection Inst
Price$14.78
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets895.63M
DFSVX vs NSVAX Comparison Chart in %
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DFSVX vs. NSVAX commentary
Sep 08, 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: 16.8B vs. NSVAX (896M). DFSVX pays higher dividends than NSVAX: DFSVX (1.52) vs NSVAX (1.29). DFSVX was incepted earlier than NSVAX: DFSVX (33 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: 70.00 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 : 11.40 vs. NSVAX (-4.36). DFSVX return over 5 years is better than : 94.21 vs. NSVAX (19.93).
| DFSVX | NSVAX | DFSVX / NSVAX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.11 | 28% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 6.765 | 2.782 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 896M | 1,875% |
| Annual Yield % from dividends | 1.52 | 1.29 | 118% |
| Returns for 1 year | 11.40 | -4.36 | -261% |
| Returns for 3 years | 35.36 | -3.54 | -999% |
| Returns for 5 years | 94.21 | 19.93 | 473% |
| Returns for 10 years | 64.86 | -8.01 | -810% |
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