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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$47.15
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets15.47B
Pear Tree Polaris Small Cap Ord
Price$27.44
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets90.91M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Aug 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 Buy and USBNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. USBNX (90.9M). DFSVX pays higher dividends than USBNX: DFSVX (1.64) vs USBNX (0.37). DFSVX was incepted earlier than USBNX: DFSVX (32 years) vs USBNX (33 years). USBNX (1.45) is less costly to investors than DFSVX (0.31). USBNX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than USBNX: DFSVX (0) vs USBNX (2500). DFSVX annual gain was more profitable for investors over the last year : 4.26 vs. USBNX (2.42). DFSVX return over 5 years is better than : 78.17 vs. USBNX (43.56).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | 0.31 | 1.45 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -1.948 | 0.925 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 90.9M | 17,052% |
| Annual Yield % from dividends | 1.64 | 0.37 | 448% |
| Returns for 1 year | 4.26 | 2.42 | 177% |
| Returns for 3 years | 18.64 | 13.29 | 140% |
| Returns for 5 years | 78.17 | 43.56 | 179% |
| Returns for 10 years | 45.53 | 15.05 | 303% |
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