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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.37
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets100.41M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Nov 20, 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 STRBX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. STRBX (100M). DFSVX pays higher dividends than STRBX: DFSVX (1.69) vs STRBX (1.33). DFSVX was incepted earlier than STRBX: DFSVX (33 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 : -3.14 vs. STRBX (-8.64). DFSVX return over 5 years is better than : 60.60 vs. STRBX (56.72).
| DFSVX | STRBX | DFSVX / STRBX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 1.243 | 3.272 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 100M | 15,700% |
| Annual Yield % from dividends | 1.69 | 1.33 | 127% |
| Returns for 1 year | -3.14 | -8.64 | 36% |
| Returns for 3 years | 17.48 | 20.29 | 86% |
| Returns for 5 years | 60.60 | 56.72 | 107% |
| Returns for 10 years | 53.59 | N/A | - |
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