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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
Sterling Capital Behav Sm Cp Val Eq R6
Price$19.45
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets95.73M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX 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 STRBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. STRBX (95.7M). DFSVX pays higher dividends than STRBX: DFSVX (1.64) vs STRBX (1.32). DFSVX was incepted earlier than STRBX: DFSVX (32 years) vs STRBX (8 years). STRBX (0.84) is less costly to investors than DFSVX (0.31). STRBX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than STRBX: DFSVX (0) vs STRBX (10000000). DFSVX annual gain was more profitable for investors over the last year : 6.11 vs. STRBX (-2.93). DFSVX return over 5 years is better than : 77.41 vs. STRBX (64.43).
| DFSVX | STRBX | DFSVX / STRBX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -2.364 | -1.566 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 95.7M | 16,196% |
| Annual Yield % from dividends | 1.64 | 1.32 | 125% |
| Returns for 1 year | 6.11 | -2.93 | -208% |
| Returns for 3 years | 17.54 | 7.04 | 249% |
| Returns for 5 years | 77.41 | 64.43 | 120% |
| Returns for 10 years | 43.95 | N/A | - |
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