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DFSVX vs SCVFX
DFSVX vs SCVFX Comparison
Open Charts DFSVX vs SCVFX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Allspring Small Company Value C
Price$27.85
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets564.32M
DFSVX vs SCVFX Comparison Chart
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DFSVX vs. SCVFX commentary
May 12, 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 SCVFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. SCVFX (564M). DFSVX pays higher dividends than SCVFX: DFSVX (1.75) vs SCVFX (0.54). DFSVX was incepted earlier than SCVFX: DFSVX (32 years) vs SCVFX (23 years). SCVFX (2.05) is less costly to investors than DFSVX (0.31). SCVFX is a more actively managed with annual turnover of: 107.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SCVFX: DFSVX (0) vs SCVFX (1000). DFSVX annual gain was more profitable for investors over the last year : -4.47 vs. SCVFX (-11.75). DFSVX return over 5 years is better than : 92.55 vs. SCVFX (55.95).
| DFSVX | SCVFX | DFSVX / SCVFX | |
| Total Expense Ratio | 0.31 | 1.90 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 2.05 | 15% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -9.153 | -8.116 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 564M | 2,589% |
| Annual Yield % from dividends | 1.75 | 0.54 | 322% |
| Returns for 1 year | -4.47 | -11.75 | 38% |
| Returns for 3 years | 13.88 | -0.31 | -4,528% |
| Returns for 5 years | 92.55 | 55.95 | 165% |
| Returns for 10 years | 29.01 | 45.42 | 64% |
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