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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Pear Tree Polaris Small Cap Instl
Price$34.18
Change+$0.40 (+1.18%)
VolumeN/A
Net Assets90.09M
DFSVX vs QBNAX Comparison Chart
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DFSVX vs. QBNAX commentary
Jun 07, 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 QBNAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. QBNAX (90.1M). DFSVX pays higher dividends than QBNAX: DFSVX (1.65) vs QBNAX (1.09). DFSVX was incepted earlier than QBNAX: DFSVX (32 years) vs QBNAX (32 years). QBNAX (1.21) is less costly to investors than DFSVX (0.31). DFSVX (12.00) and QBNAX (12.00) have comparable annual turnover. DFSVX has a lower initial minimum investment than QBNAX: DFSVX (0) vs QBNAX (1000000). QBNAX annual gain was more profitable for investors over the last year : 4.01 vs. DFSVX (0.94). DFSVX return over 5 years is better than : 68.62 vs. QBNAX (44.21).
| DFSVX | QBNAX | DFSVX / QBNAX | |
| Total Expense Ratio | 0.31 | 1.08 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -6.110 | -1.054 | 579% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 90.1M | 16,426% |
| Annual Yield % from dividends | 1.65 | 1.09 | 151% |
| Returns for 1 year | 0.94 | 4.01 | 23% |
| Returns for 3 years | 7.43 | 9.63 | 77% |
| Returns for 5 years | 68.62 | 44.21 | 155% |
| Returns for 10 years | 33.33 | 23.66 | 141% |
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