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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
FPA Queens Road Small Cap Value I
Price$40.02
Change+$0.26 (+0.65%)
VolumeN/A
Net Assets834.15M
DFSVX vs QRSVX Comparison Chart
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DFSVX vs. QRSVX 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 QRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. QRSVX (834M). DFSVX pays higher dividends than QRSVX: DFSVX (1.44) vs QRSVX (1.14). DFSVX was incepted earlier than QRSVX: DFSVX (32 years) vs QRSVX (23 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. QRSVX (13.00). DFSVX has a lower initial minimum investment than QRSVX: DFSVX (0) vs QRSVX (1500). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. QRSVX (12.12). DFSVX (51.83) and QRSVX (51.51) have equivalent 5 years return.
| DFSVX | QRSVX | DFSVX / QRSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.948 | 2.589 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 834M | 2,014% |
| Annual Yield % from dividends | 1.44 | 1.14 | 126% |
| Returns for 1 year | 17.38 | 12.12 | 143% |
| Returns for 3 years | 16.94 | 12.74 | 133% |
| Returns for 5 years | 51.83 | 51.51 | 101% |
| Returns for 10 years | 57.77 | 74.71 | 77% |
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