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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$51.08
Change+$0.40 (+0.79%)
VolumeN/A
Net Assets16.62B
Sterling Capital Behav Sm Cp Val Eq A
Price$20.63
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets101.78M
DFSVX vs SPSAX Comparison Chart in %
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DFSVX vs. SPSAX commentary
Aug 28, 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 (102M). DFSVX pays higher dividends than SPSAX: DFSVX (1.64) vs SPSAX (1.18). 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 : 7.35 vs. SPSAX (-2.28). DFSVX return over 5 years is better than : 90.43 vs. SPSAX (72.92).
| 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 | 6.224 | 4.816 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 102M | 16,275% |
| Annual Yield % from dividends | 1.64 | 1.18 | 139% |
| Returns for 1 year | 7.35 | -2.28 | -322% |
| Returns for 3 years | 26.51 | 22.02 | 120% |
| Returns for 5 years | 90.43 | 72.92 | 124% |
| Returns for 10 years | 64.38 | 58.25 | 111% |
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