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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$47.15
Change+$0.35 (+0.75%)
VolumeN/A
Net Assets15.43B
FPA Queens Road Small Cap Value I
Price$42.64
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets997.98M
DFSVX vs QRSVX Comparison Chart in %
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DFSVX vs. QRSVX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. QRSVX (998M). DFSVX pays higher dividends than QRSVX: DFSVX (1.64) vs QRSVX (0.71). 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 : 14.87 vs. DFSVX (6.28). DFSVX return over 5 years is better than : 82.47 vs. QRSVX (74.63).
| 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 | -1.948 | 9.228 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 998M | 1,543% |
| Annual Yield % from dividends | 1.64 | 0.71 | 230% |
| Returns for 1 year | 6.28 | 14.87 | 42% |
| Returns for 3 years | 18.72 | 29.51 | 63% |
| Returns for 5 years | 82.47 | 74.63 | 111% |
| Returns for 10 years | 47.43 | 84.76 | 56% |
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