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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Instl
Price$34.22
Change-$1.33 (-3.74%)
VolumeN/A
CapitalizationN/A
DFSVX vs QBNAX Comparison Chart
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DFSVX vs. QBNAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. QBNAX (97.8M). 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). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. QBNAX (12.93). DFSVX return over 5 years is better than : 52.30 vs. QBNAX (25.42).
| 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 | 13.283 | 11.151 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 97.8M | 17,280% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 15.68 | 12.93 | 121% |
| Returns for 3 years | 24.57 | 15.54 | 158% |
| Returns for 5 years | 52.30 | 25.42 | 206% |
| Returns for 10 years | 52.91 | 40.40 | 131% |
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