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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$50.77
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Sterling Capital Behav Sm Cp Val Eq A
Price$20.70
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets104.14M
DFSVX vs SPSAX Comparison Chart in %
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DFSVX vs. SPSAX commentary
Sep 17, 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 SPSAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. SPSAX (104M). DFSVX pays higher dividends than SPSAX: DFSVX (1.52) vs SPSAX (1.10). DFSVX was incepted earlier than SPSAX: DFSVX (33 years) vs SPSAX (16 years). SPSAX (1.09) is less costly to investors than DFSVX (0.31). SPSAX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPSAX: DFSVX (0) vs SPSAX (1000). DFSVX annual gain was more profitable for investors over the last year : 8.31 vs. SPSAX (-0.18). DFSVX return over 5 years is better than : 94.84 vs. SPSAX (79.60).
| DFSVX | SPSAX | DFSVX / SPSAX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 5.580 | 6.762 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 104M | 15,962% |
| Annual Yield % from dividends | 1.52 | 1.10 | 138% |
| Returns for 1 year | 8.31 | -0.18 | -4,561% |
| Returns for 3 years | 33.93 | 32.46 | 105% |
| Returns for 5 years | 94.84 | 79.60 | 119% |
| Returns for 10 years | 65.24 | 61.19 | 107% |
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