DFSVX
Price
$44.30
Change
-$1.17 (-2.57%)
Updated
Mar 10 closing price
Net Assets
15.11B
STSVX
Price
$17.08
Change
-$0.42 (-2.40%)
Updated
Mar 10 closing price
Net Assets
63.52M
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DFSVX vs STSVX

Header iconDFSVX vs STSVX Comparison
Open Charts DFSVX vs STSVXBanner chart's image
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
BNY Mellon Sm Cp Val I
Price$17.08
Change-$0.42 (-2.40%)
VolumeN/A
Net Assets63.52M
DFSVX vs STSVX Comparison Chart
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VS
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.

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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).
DFSVXSTSVXDFSVX / STSVX
Total Expense Ratio0.310.9632%
Annual Report Gross Expense Ratio0.311.1128%
Fund Existence32 years25 years-
Gain YTD-6.267-4.267147%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B63.5M23,780%
Annual Yield % from dividends1.511.6293%
Returns for 1 year1.80-10.69-17%
Returns for 3 years12.27-19.72-62%
Returns for 5 years75.276.501,157%
Returns for 10 years39.08-22.99-170%
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