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DFSVX vs SPSCX
DFSVX vs SPSCX Comparison
Open Charts DFSVX vs SPSCX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behav Sm Cp Val Eq
Price$22.17
Change-$0.04 (-0.18%)
VolumeN/A
CapitalizationN/A
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DFSVX vs SPSCX Comparison Chart
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DFSVX vs. SPSCX commentary
Oct 18, 2024
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 SPSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. SPSCX (112M). SPSCX pays higher dividends than DFSVX: SPSCX (1.74) vs DFSVX (1.44). DFSVX was incepted earlier than SPSCX: DFSVX (32 years) vs SPSCX (28 years). SPSCX is a more actively managed with annual turnover of: 154.69 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than SPSCX: DFSVX (0) vs SPSCX (1000000). SPSCX annual gain was more profitable for investors over the last year : 33.09 vs. DFSVX (25.49). DFSVX (60.36) and SPSCX (59.36) have equivalent 5 years return.
| DFSVX | SPSCX | DFSVX / SPSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 11.502 | 13.838 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 112M | 15,179% |
| Annual Yield % from dividends | 1.44 | 1.74 | 83% |
| Returns for 1 year | 25.49 | 33.09 | 77% |
| Returns for 3 years | 11.27 | 14.72 | 77% |
| Returns for 5 years | 60.36 | 59.36 | 102% |
| Returns for 10 years | 56.09 | 80.31 | 70% |
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