Interact to see
Advertisement
Advertisement
DFSVX vs RSPFX
DFSVX vs RSPFX Comparison
Open Charts DFSVX vs RSPFX
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.59B
DFSVX vs RSPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. RSPFX commentary
May 25, 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 RSPFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. RSPFX (531M). DFSVX pays higher dividends than RSPFX: DFSVX (1.75) vs RSPFX (0.47). DFSVX was incepted earlier than RSPFX: DFSVX (32 years) vs RSPFX (30 years). RSPFX (1.33) is less costly to investors than DFSVX (0.31). RSPFX is a more actively managed with annual turnover of: 48.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RSPFX: DFSVX (0) vs RSPFX (2500). RSPFX annual gain was more profitable for investors over the last year : -0.23 vs. DFSVX (-2.53). DFSVX return over 5 years is better than : 94.42 vs. RSPFX (53.38).
| DFSVX | RSPFX | DFSVX / RSPFX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | -8.842 | -5.282 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 531M | 2,750% |
| Annual Yield % from dividends | 1.75 | 0.47 | 369% |
| Returns for 1 year | -2.53 | -0.23 | 1,098% |
| Returns for 3 years | 13.36 | 6.15 | 217% |
| Returns for 5 years | 94.42 | 53.38 | 177% |
| Returns for 10 years | 29.96 | -11.99 | -250% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers