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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.54B
Pear Tree Polaris Small Cap Ord
Price$26.37
Change+$0.53 (+2.05%)
VolumeN/A
Net Assets86.76M
DFSVX vs USBNX Comparison Chart
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DFSVX vs. USBNX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. USBNX (86.8M). DFSVX pays higher dividends than USBNX: DFSVX (1.75) vs USBNX (0.39). 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). DFSVX (12.00) and USBNX (12.00) have comparable annual turnover. DFSVX has a lower initial minimum investment than USBNX: DFSVX (0) vs USBNX (2500). DFSVX (-3.50) and USBNX (-3.57) have marching annual gain over last year. DFSVX return over 5 years is better than : 92.33 vs. USBNX (51.91).
| 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 | -9.256 | -4.403 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 86.8M | 16,705% |
| Annual Yield % from dividends | 1.75 | 0.39 | 444% |
| Returns for 1 year | -3.50 | -3.57 | 98% |
| Returns for 3 years | 13.02 | 9.32 | 140% |
| Returns for 5 years | 92.33 | 51.91 | 178% |
| Returns for 10 years | 28.50 | 10.77 | 265% |
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