DFSVX
Price
$50.95
Change
-$0.08 (-0.16%)
Updated
Aug 29 closing price
Net Assets
16.62B
STRBX
Price
$20.90
Change
-$0.06 (-0.29%)
Updated
Aug 29 closing price
Net Assets
101.78M
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DFSVX vs STRBX

Header iconDFSVX vs STRBX Comparison
Open Charts DFSVX vs STRBXBanner chart's image
DFA US Small Cap Value I
Price$50.95
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets16.62B
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.90
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets101.78M
DFSVX vs STRBX Comparison Chart in %
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DFSVX vs. STRBX commentary
Aug 30, 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 Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. STRBX (102M). DFSVX pays higher dividends than STRBX: DFSVX (1.64) vs STRBX (1.32). 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 : 6.79 vs. STRBX (-1.15). DFSVX return over 5 years is better than : 89.95 vs. STRBX (77.35).
DFSVXSTRBXDFSVX / STRBX
Total Expense Ratio0.310.7840%
Annual Report Gross Expense Ratio0.310.8437%
Fund Existence33 years8 years-
Gain YTD5.9545.912101%
Front LoadN/AN/A-
Min. Initial Investment010000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B102M16,275%
Annual Yield % from dividends1.641.32125%
Returns for 1 year6.79-1.15-592%
Returns for 3 years29.3927.77106%
Returns for 5 years89.9577.35116%
Returns for 10 years68.05N/A-
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