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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$50.81
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets16.64B
FPA Queens Road Small Cap Value I
Price$44.76
Change+$0.08 (+0.18%)
VolumeN/A
Net Assets1.06B
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Sep 16, 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 QRSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. QRSVX (1.06B). DFSVX pays higher dividends than QRSVX: DFSVX (1.52) vs QRSVX (0.69). DFSVX was incepted earlier than QRSVX: DFSVX (33 years) vs QRSVX (23 years). QRSVX (0.99) is less costly to investors than DFSVX (0.31). QRSVX is a more actively managed with annual turnover of: 15.00 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 : 15.66 vs. DFSVX (9.25). DFSVX return over 5 years is better than : 94.71 vs. QRSVX (85.27).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 5.850 | 14.535 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.06B | 1,569% |
| Annual Yield % from dividends | 1.52 | 0.69 | 221% |
| Returns for 1 year | 9.25 | 15.66 | 59% |
| Returns for 3 years | 34.27 | 43.14 | 79% |
| Returns for 5 years | 94.71 | 85.27 | 111% |
| Returns for 10 years | 65.66 | 97.66 | 67% |
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