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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Pear Tree Polaris Small Cap Instl
Price$32.21
Change+$0.48 (+1.51%)
VolumeN/A
Net Assets84.35M
DFSVX vs QBNAX Comparison Chart
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DFSVX vs. QBNAX commentary
Apr 25, 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: 13.9B vs. QBNAX (84.3M). DFSVX pays higher dividends than QBNAX: DFSVX (1.65) vs QBNAX (1.11). DFSVX was incepted earlier than QBNAX: DFSVX (32 years) vs QBNAX (32 years). QBNAX (1.21) is less costly to investors than DFSVX (0.31). DFSVX (12.00) and QBNAX (12.00) have comparable annual turnover. 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 : -4.20 vs. DFSVX (-8.03). DFSVX return over 5 years is better than : 95.08 vs. QBNAX (68.58).
| DFSVX | QBNAX | DFSVX / QBNAX | |
| Total Expense Ratio | 0.31 | 1.08 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -15.444 | -7.059 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 84.3M | 16,489% |
| Annual Yield % from dividends | 1.65 | 1.11 | 149% |
| Returns for 1 year | -8.03 | -4.20 | 191% |
| Returns for 3 years | 0.80 | 4.80 | 17% |
| Returns for 5 years | 95.08 | 68.58 | 139% |
| Returns for 10 years | 19.34 | 19.31 | 100% |
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