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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$49.83
Change-$0.59 (-1.17%)
VolumeN/A
Net Assets16.39B
Pear Tree Polaris Small Cap Instl
Price$35.50
Change-$0.40 (-1.11%)
VolumeN/A
Net Assets92.95M
DFSVX vs QBNAX Comparison Chart in %
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DFSVX vs. QBNAX commentary
Oct 10, 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: 16.4B vs. QBNAX (92.9M). DFSVX pays higher dividends than QBNAX: DFSVX (1.66) vs QBNAX (1.03). DFSVX was incepted earlier than QBNAX: DFSVX (33 years) vs QBNAX (33 years). QBNAX (1.20) is less costly to investors than DFSVX (0.31). QBNAX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than QBNAX: DFSVX (0) vs QBNAX (1000000). DFSVX annual gain was more profitable for investors over the last year : 5.77 vs. QBNAX (1.45). DFSVX return over 5 years is better than : 83.25 vs. QBNAX (58.92).
| DFSVX | QBNAX | DFSVX / QBNAX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 4.126 | 5.155 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 92.9M | 17,653% |
| Annual Yield % from dividends | 1.66 | 1.03 | 162% |
| Returns for 1 year | 5.77 | 1.45 | 397% |
| Returns for 3 years | 36.54 | 30.59 | 119% |
| Returns for 5 years | 83.25 | 58.92 | 141% |
| Returns for 10 years | 57.87 | 42.22 | 137% |
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