Interact to see
Advertisement
Advertisement
DFSVX vs SPSDX
DFSVX vs SPSDX Comparison
Open Charts DFSVX vs SPSDX
DFA US Small Cap Value I
Price$47.15
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets15.53B
Sterling Capital Behav Sm Cp Val Eq C
Price$17.95
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets96.16M
DFSVX vs SPSDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SPSDX commentary
Aug 10, 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 SPSDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. SPSDX (96.2M). DFSVX pays higher dividends than SPSDX: DFSVX (1.64) vs SPSDX (0.89). DFSVX was incepted earlier than SPSDX: DFSVX (32 years) vs SPSDX (16 years). SPSDX (1.84) is less costly to investors than DFSVX (0.31). SPSDX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPSDX: DFSVX (0) vs SPSDX (1000). DFSVX annual gain was more profitable for investors over the last year : 4.26 vs. SPSDX (-4.62). DFSVX return over 5 years is better than : 78.17 vs. SPSDX (54.51).
| DFSVX | SPSDX | DFSVX / SPSDX | |
| Total Expense Ratio | 0.31 | 1.84 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | -1.948 | -1.913 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 96.2M | 16,112% |
| Annual Yield % from dividends | 1.64 | 0.89 | 185% |
| Returns for 1 year | 4.26 | -4.62 | -92% |
| Returns for 3 years | 18.64 | 3.26 | 571% |
| Returns for 5 years | 78.17 | 54.51 | 143% |
| Returns for 10 years | 45.53 | 29.80 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLFZX | 9.22 | 0.01 | +0.11% |
| Harding Loevner Frontier Emerg MktsInstZ | |||
| MSBWX | 11.77 | 0.01 | +0.09% |
| Morgan Stanley American Resilience C | |||
| NSNAX | 48.70 | -0.08 | -0.16% |
| Neuberger Berman Small Cap Growth A | |||
| TTISX | 13.31 | -0.03 | -0.22% |
| Nuveen Quant Intl Sm Cap Eq Retirement | |||
| HFMSX | 32.91 | -0.36 | -1.08% |
| Hartford MidCap R4 | |||