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DFSVX vs RSPKX
DFSVX vs RSPKX Comparison
Open Charts DFSVX vs RSPKX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
DFSVX vs RSPKX Comparison Chart
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DFSVX vs. RSPKX commentary
May 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 RSPKX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. RSPKX (533M). DFSVX pays higher dividends than RSPKX: DFSVX (1.75) vs RSPKX (0.04). DFSVX was incepted earlier than RSPKX: DFSVX (32 years) vs RSPKX (19 years). RSPKX (2.42) is less costly to investors than DFSVX (0.31). RSPKX is a more actively managed with annual turnover of: 48.00 vs. DFSVX (12.00). DFSVX (0) and RSPKX (0) have matching initial minimum investment requirements. RSPKX annual gain was more profitable for investors over the last year : -2.70 vs. DFSVX (-3.63). DFSVX return over 5 years is better than : 94.99 vs. RSPKX (43.43).
| DFSVX | RSPKX | DFSVX / RSPKX | |
| Total Expense Ratio | 0.31 | 1.69 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 2.42 | 13% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -8.573 | -5.118 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 533M | 2,739% |
| Annual Yield % from dividends | 1.75 | 0.04 | 4,884% |
| Returns for 1 year | -3.63 | -2.70 | 135% |
| Returns for 3 years | 12.64 | 1.66 | 760% |
| Returns for 5 years | 94.99 | 43.43 | 219% |
| Returns for 10 years | 28.61 | -24.09 | -119% |
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