Ad is loading...
DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Instl
Price$36.89
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs QBNAX Comparison Chart
Loading...
DFSVX vs. QBNAX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. QBNAX (104M). 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). QBNAX annual gain was more profitable for investors over the last year : 27.03 vs. DFSVX (25.49). DFSVX return over 5 years is better than : 60.36 vs. QBNAX (32.54).
| 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 | 11.502 | 13.985 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 104M | 16,346% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 25.49 | 27.03 | 94% |
| Returns for 3 years | 11.27 | 9.16 | 123% |
| Returns for 5 years | 60.36 | 32.54 | 186% |
| Returns for 10 years | 56.09 | 41.68 | 135% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSSCX | 25.14 | 0.37 | +1.49% |
| Loomis Sayles Small Cap Value Instl | |||
| DASVX | 16.76 | 0.21 | +1.27% |
| Dunham Small Cap Value A | |||
| CDHAX | 31.47 | 0.15 | +0.48% |
| Calvert International Responsible Idx A | |||
| MGRPX | 46.53 | 0.06 | +0.13% |
| Morgan Stanley Inst Growth R6 | |||
| RERCX | 57.19 | N/A | N/A |
| American Funds Europacific Growth R3 | |||