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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
FPA Queens Road Small Cap Value I
Price$38.68
Change+$0.67 (+1.76%)
VolumeN/A
Net Assets839.16M
DFSVX vs QRSVX Comparison Chart
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DFSVX vs. QRSVX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. QRSVX (839M). DFSVX pays higher dividends than QRSVX: DFSVX (1.75) vs QRSVX (0.81). 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 : 1.39 vs. DFSVX (-3.50). DFSVX return over 5 years is better than : 92.33 vs. QRSVX (72.81).
| 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 | -9.256 | -2.563 | 361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 839M | 1,692% |
| Annual Yield % from dividends | 1.75 | 0.81 | 215% |
| Returns for 1 year | -3.50 | 1.39 | -252% |
| Returns for 3 years | 13.02 | 19.15 | 68% |
| Returns for 5 years | 92.33 | 72.81 | 127% |
| Returns for 10 years | 28.50 | 59.48 | 48% |
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