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DFSVX vs QRSVX
DFSVX vs QRSVX Comparison
Open Charts DFSVX vs QRSVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
FPA Queens Road Small Cap Value I
Price$39.75
Change-$0.89 (-2.19%)
VolumeN/A
Net Assets846.83M
DFSVX vs QRSVX Comparison Chart
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DFSVX vs. QRSVX commentary
Feb 23, 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: 15.9B vs. QRSVX (847M). 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 : 9.32 vs. QRSVX (7.80). DFSVX (52.23) and QRSVX (52.07) 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 | -1.546 | 1.897 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 847M | 1,877% |
| Annual Yield % from dividends | 1.44 | 1.14 | 126% |
| Returns for 1 year | 9.32 | 7.80 | 120% |
| Returns for 3 years | 17.14 | 16.51 | 104% |
| Returns for 5 years | 52.23 | 52.07 | 100% |
| Returns for 10 years | 41.91 | 67.54 | 62% |
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