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DFSVX vs STRBX
DFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBX
DFA US Small Cap Value I
Price$50.42
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets16.31B
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets102.22M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Oct 09, 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: 16.3B vs. STRBX (102M). DFSVX pays higher dividends than STRBX: DFSVX (1.66) vs STRBX (1.31). 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 : 7.51 vs. STRBX (-1.79). DFSVX return over 5 years is better than : 85.41 vs. STRBX (70.14).
| 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 | 5.359 | 5.004 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 102M | 15,980% |
| Annual Yield % from dividends | 1.66 | 1.31 | 127% |
| Returns for 1 year | 7.51 | -1.79 | -420% |
| Returns for 3 years | 38.16 | 36.75 | 104% |
| Returns for 5 years | 85.41 | 70.14 | 122% |
| Returns for 10 years | 59.45 | N/A | - |
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