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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
FPA Queens Road Small Cap Value I
Price$39.83
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets914.2M
DFSVX vs QRSVX Comparison Chart
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DFSVX vs. QRSVX commentary
Jun 06, 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 QRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. QRSVX (914M). DFSVX pays higher dividends than QRSVX: DFSVX (1.65) vs QRSVX (0.76). DFSVX was incepted earlier than QRSVX: DFSVX (32 years) vs QRSVX (23 years). QRSVX (0.96) is less costly to investors than DFSVX (0.31). QRSVX is a more actively managed with annual turnover of: 13.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than QRSVX: DFSVX (0) vs QRSVX (1500). QRSVX annual gain was more profitable for investors over the last year : 5.64 vs. DFSVX (-0.92). DFSVX return over 5 years is better than : 66.28 vs. QRSVX (58.89).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -7.414 | 2.487 | -298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 914M | 1,619% |
| Annual Yield % from dividends | 1.65 | 0.76 | 216% |
| Returns for 1 year | -0.92 | 5.64 | -16% |
| Returns for 3 years | 7.11 | 18.97 | 37% |
| Returns for 5 years | 66.28 | 58.89 | 113% |
| Returns for 10 years | 31.37 | 67.75 | 46% |
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