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DFSVX vs RSPYX
DFSVX vs RSPYX Comparison
Open Charts DFSVX vs RSPYX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
DFSVX vs RSPYX Comparison Chart
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DFSVX vs. RSPYX commentary
Apr 04, 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 RSPYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. RSPYX (540M). DFSVX pays higher dividends than RSPYX: DFSVX (1.65) vs RSPYX (0.74). DFSVX was incepted earlier than RSPYX: DFSVX (32 years) vs RSPYX (18 years). RSPYX (1.13) is less costly to investors than DFSVX (0.31). RSPYX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RSPYX: DFSVX (0) vs RSPYX (1000000). RSPYX annual gain was more profitable for investors over the last year : -0.54 vs. DFSVX (-0.75). DFSVX return over 5 years is better than : 148.44 vs. RSPYX (91.25).
| DFSVX | RSPYX | DFSVX / RSPYX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | -6.586 | -3.053 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 540M | 2,778% |
| Annual Yield % from dividends | 1.65 | 0.74 | 224% |
| Returns for 1 year | -0.75 | -0.54 | 140% |
| Returns for 3 years | 7.99 | 4.39 | 182% |
| Returns for 5 years | 148.44 | 91.25 | 163% |
| Returns for 10 years | 31.44 | -1.35 | -2,324% |
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