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DFSVX vs QBNAX
DFSVX vs QBNAX Comparison
Open Charts DFSVX vs QBNAX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Pear Tree Polaris Small Cap Instl
Price$35.82
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets99.06M
DFSVX vs QBNAX Comparison Chart
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DFSVX vs. QBNAX commentary
Jan 19, 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: 16.8B vs. QBNAX (99.1M). 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 : 17.38 vs. QBNAX (16.40). DFSVX return over 5 years is better than : 51.83 vs. QBNAX (27.03).
| 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 | 2.948 | 4.921 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 99.1M | 16,953% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 17.38 | 16.40 | 106% |
| Returns for 3 years | 16.94 | 10.55 | 161% |
| Returns for 5 years | 51.83 | 27.03 | 192% |
| Returns for 10 years | 57.77 | 43.23 | 134% |
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