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DFSVX vs SCVNX
DFSVX vs SCVNX Comparison
Open Charts DFSVX vs SCVNX
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.54B
Allspring Small Company Value Inst
Price$34.05
Change-$0.14 (-0.41%)
VolumeN/A
Net Assets566.05M
DFSVX vs SCVNX Comparison Chart
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DFSVX vs. SCVNX 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 SCVNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. SCVNX (566M). DFSVX pays higher dividends than SCVNX: DFSVX (1.75) vs SCVNX (1.58). DFSVX was incepted earlier than SCVNX: DFSVX (32 years) vs SCVNX (15 years). SCVNX (0.98) is less costly to investors than DFSVX (0.31). SCVNX is a more actively managed with annual turnover of: 107.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SCVNX: DFSVX (0) vs SCVNX (1000000). DFSVX annual gain was more profitable for investors over the last year : -2.53 vs. SCVNX (-7.50). DFSVX return over 5 years is better than : 94.42 vs. SCVNX (70.36).
| DFSVX | SCVNX | DFSVX / SCVNX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.98 | 32% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -8.842 | -7.419 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 566M | 2,562% |
| Annual Yield % from dividends | 1.75 | 1.58 | 111% |
| Returns for 1 year | -2.53 | -7.50 | 34% |
| Returns for 3 years | 13.36 | 4.47 | 299% |
| Returns for 5 years | 94.42 | 70.36 | 134% |
| Returns for 10 years | 29.96 | 65.22 | 46% |
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