Interact to see
Advertisement
Advertisement
DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$50.91
Change+$1.21 (+2.43%)
VolumeN/A
Net Assets15.99B
Pear Tree Polaris Small Cap Instl
Price$35.43
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets89.77M
DFSVX vs QBNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. QBNAX commentary
Nov 26, 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: 16B vs. QBNAX (89.8M). DFSVX pays higher dividends than QBNAX: DFSVX (1.69) vs QBNAX (1.05). 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 : -2.99 vs. QBNAX (-7.02). DFSVX return over 5 years is better than : 62.07 vs. QBNAX (34.77).
| 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 | 6.383 | 3.632 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 89.8M | 17,817% |
| Annual Yield % from dividends | 1.69 | 1.05 | 160% |
| Returns for 1 year | -2.99 | -7.02 | 43% |
| Returns for 3 years | 21.39 | 11.85 | 181% |
| Returns for 5 years | 62.07 | 34.77 | 179% |
| Returns for 10 years | 58.13 | 33.79 | 172% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement