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DFSVX vs SPSAX
DFSVX vs SPSAX Comparison
Open Charts DFSVX vs SPSAX
DFA US Small Cap Value I
Price$47.02
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets15.54B
Sterling Capital Behav Sm Cp Val Eq A
Price$19.15
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets95.9M
DFSVX vs SPSAX Comparison Chart in %
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DFSVX vs. SPSAX commentary
Aug 08, 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 SPSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. SPSAX (95.9M). DFSVX pays higher dividends than SPSAX: DFSVX (1.64) vs SPSAX (1.18). DFSVX was incepted earlier than SPSAX: DFSVX (32 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 : 5.03 vs. SPSAX (-3.33). DFSVX return over 5 years is better than : 77.68 vs. SPSAX (61.58).
| DFSVX | SPSAX | DFSVX / SPSAX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.09 | 28% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | -2.219 | -1.742 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 95.9M | 16,163% |
| Annual Yield % from dividends | 1.64 | 1.18 | 139% |
| Returns for 1 year | 5.03 | -3.33 | -151% |
| Returns for 3 years | 18.40 | 5.85 | 315% |
| Returns for 5 years | 77.68 | 61.58 | 126% |
| Returns for 10 years | 47.02 | 43.15 | 109% |
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