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DFSVX vs STSVX
DFSVX vs STSVX Comparison
Open Charts DFSVX vs STSVX
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
DFSVX vs STSVX Comparison Chart
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DFSVX vs. STSVX commentary
Mar 11, 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 STSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. STSVX (63.5M). STSVX pays higher dividends than DFSVX: STSVX (1.62) vs DFSVX (1.51). DFSVX was incepted earlier than STSVX: DFSVX (32 years) vs STSVX (25 years). STSVX (1.11) is less costly to investors than DFSVX (0.31). STSVX is a more actively managed with annual turnover of: 44.75 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than STSVX: DFSVX (0) vs STSVX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.80 vs. STSVX (-10.69). DFSVX return over 5 years is better than : 75.27 vs. STSVX (6.50).
| DFSVX | STSVX | DFSVX / STSVX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.11 | 28% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -6.267 | -4.267 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 63.5M | 23,780% |
| Annual Yield % from dividends | 1.51 | 1.62 | 93% |
| Returns for 1 year | 1.80 | -10.69 | -17% |
| Returns for 3 years | 12.27 | -19.72 | -62% |
| Returns for 5 years | 75.27 | 6.50 | 1,157% |
| Returns for 10 years | 39.08 | -22.99 | -170% |
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