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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Instl
Price$37.40
Change-$0.37 (-0.98%)
VolumeN/A
CapitalizationN/A
DFSVX vs QBNAX Comparison Chart
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DFSVX vs. QBNAX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. QBNAX (4.22B). 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 : 28.61 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. QBNAX (27.33).
| 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 | 14.541 | 15.718 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 4.22B | 412% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 26.86 | 28.61 | 94% |
| Returns for 3 years | 7.13 | 6.12 | 117% |
| Returns for 5 years | 56.90 | 27.33 | 208% |
| Returns for 10 years | 48.27 | 33.06 | 146% |
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