Ad is loading...
DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Pear Tree Polaris Small Cap Instl
Price$34.19
Change-$0.70 (-2.01%)
VolumeN/A
Net Assets91.46M
DFSVX vs QBNAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. QBNAX commentary
Feb 23, 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 QBNAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. QBNAX (91.5M). DFSVX pays higher dividends than QBNAX: DFSVX (1.44) vs QBNAX (0.89). DFSVX was incepted earlier than QBNAX: DFSVX (32 years) vs QBNAX (32 years). QBNAX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than QBNAX: DFSVX (0) vs QBNAX (1000000). DFSVX (9.32) and QBNAX (9.09) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.23 vs. QBNAX (28.90).
| DFSVX | QBNAX | DFSVX / QBNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -1.546 | 2.197 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 91.5M | 17,377% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 9.32 | 9.09 | 102% |
| Returns for 3 years | 17.14 | 13.26 | 129% |
| Returns for 5 years | 52.23 | 28.90 | 181% |
| Returns for 10 years | 41.91 | 32.93 | 127% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers