Interact to see
Advertisement
Advertisement
DFSVX vs SCVJX
DFSVX vs SCVJX Comparison
Open Charts DFSVX vs SCVJX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Allspring Small Company Value R6
Price$35.13
Change+$0.52 (+1.50%)
VolumeN/A
Net Assets567.22M
DFSVX vs SCVJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SCVJX commentary
Jun 07, 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 SCVJX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. SCVJX (567M). DFSVX (1.65) and SCVJX (1.61) have matching dividends . DFSVX was incepted earlier than SCVJX: DFSVX (32 years) vs SCVJX (9 years). SCVJX (0.88) is less costly to investors than DFSVX (0.31). SCVJX is a more actively managed with annual turnover of: 107.00 vs. DFSVX (12.00). DFSVX (0) and SCVJX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. SCVJX (-6.00). DFSVX return over 5 years is better than : 68.62 vs. SCVJX (48.29).
| DFSVX | SCVJX | DFSVX / SCVJX | |
| Total Expense Ratio | 0.31 | 0.75 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.110 | -6.912 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 567M | 2,610% |
| Annual Yield % from dividends | 1.65 | 1.61 | 102% |
| Returns for 1 year | 0.94 | -6.00 | -16% |
| Returns for 3 years | 7.43 | -1.78 | -417% |
| Returns for 5 years | 68.62 | 48.29 | 142% |
| Returns for 10 years | 33.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement