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DFSVX vs SPSDX
DFSVX vs SPSDX Comparison
Open Charts DFSVX vs SPSDX
DFA US Small Cap Value I
Price$50.73
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Sterling Capital Behav Sm Cp Val Eq C
Price$19.36
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets104.14M
DFSVX vs SPSDX Comparison Chart in %
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DFSVX vs. SPSDX commentary
Sep 18, 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 SPSDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. SPSDX (104M). DFSVX pays higher dividends than SPSDX: DFSVX (1.52) vs SPSDX (0.83). DFSVX was incepted earlier than SPSDX: DFSVX (33 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 : 7.37 vs. SPSDX (-2.62). DFSVX return over 5 years is better than : 96.11 vs. SPSDX (71.70).
| DFSVX | SPSDX | DFSVX / SPSDX | |
| Total Expense Ratio | 0.31 | 1.84 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.84 | 17% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 5.496 | 5.519 | 100% |
| Front Load | N/A | N/A | - |
| 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 | 0.83 | 183% |
| Returns for 1 year | 7.37 | -2.62 | -281% |
| Returns for 3 years | 33.82 | 28.00 | 121% |
| Returns for 5 years | 96.11 | 71.70 | 134% |
| Returns for 10 years | 65.11 | 45.88 | 142% |
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