Ad is loading...
DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Sterling Capital Behav Sm Cp Val Eq R6
Price$22.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs STRBX Comparison Chart
Loading...
DFSVX vs. STRBX commentary
Sep 21, 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 STRBX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. STRBX (108M). STRBX pays higher dividends than DFSVX: STRBX (1.78) vs DFSVX (1.44). DFSVX was incepted earlier than STRBX: DFSVX (32 years) vs STRBX (7 years). STRBX is a more actively managed with annual turnover of: 154.69 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than STRBX: DFSVX (0) vs STRBX (10000000). STRBX annual gain was more profitable for investors over the last year : 25.77 vs. DFSVX (19.84). STRBX (54.88) and DFSVX (53.86) have equivalent 5 years return.
| DFSVX | STRBX | DFSVX / STRBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 7.846 | 9.710 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 108M | 15,093% |
| Annual Yield % from dividends | 1.44 | 1.78 | 81% |
| Returns for 1 year | 19.84 | 25.77 | 77% |
| Returns for 3 years | 13.38 | 15.76 | 85% |
| Returns for 5 years | 53.86 | 54.88 | 98% |
| Returns for 10 years | 39.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers