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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$47.28
Change-$1.24 (-2.56%)
VolumeN/A
Net Assets16.06B
FPA Queens Road Small Cap Value I
Price$42.11
Change-$0.60 (-1.40%)
VolumeN/A
Net Assets984.24M
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Jul 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: 16.1B vs. QRSVX (984M). DFSVX pays higher dividends than QRSVX: DFSVX (1.67) vs QRSVX (0.73). DFSVX was incepted earlier than QRSVX: DFSVX (32 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: 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 : 12.00 vs. DFSVX (0.91). DFSVX return over 5 years is better than : 90.88 vs. QRSVX (81.67).
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -1.678 | 9.485 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 984M | 1,636% |
| Annual Yield % from dividends | 1.67 | 0.73 | 227% |
| Returns for 1 year | 0.91 | 12.00 | 8% |
| Returns for 3 years | 29.99 | 39.02 | 77% |
| Returns for 5 years | 90.88 | 81.67 | 111% |
| Returns for 10 years | 41.52 | 79.05 | 53% |
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