DFSVX
Price
$45.14
Change
+$0.77 (+1.74%)
Updated
Jun 3 closing price
Net Assets
14.64B
USBNX
Price
$26.88
Change
+$0.31 (+1.17%)
Updated
Jun 3 closing price
Net Assets
89.68M
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DFSVX vs USBNX

Header iconDFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNXBanner chart's image
DFA US Small Cap Value I
Price$45.14
Change+$0.77 (+1.74%)
VolumeN/A
Net Assets14.64B
Pear Tree Polaris Small Cap Ord
Price$26.88
Change+$0.31 (+1.17%)
VolumeN/A
Net Assets89.68M
DFSVX vs USBNX Comparison Chart
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DFSVX vs. USBNX commentary
Jun 04, 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 Hold and USBNX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. USBNX (89.7M). DFSVX pays higher dividends than USBNX: DFSVX (1.65) 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). 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). USBNX annual gain was more profitable for investors over the last year : 1.27 vs. DFSVX (-1.09). DFSVX return over 5 years is better than : 76.03 vs. USBNX (41.42).
DFSVXUSBNXDFSVX / USBNX
Total Expense Ratio0.311.4521%
Annual Report Gross Expense Ratio0.311.4521%
Fund Existence32 years33 years-
Gain YTD-6.586-1.702387%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets14.6B89.7M16,276%
Annual Yield % from dividends1.650.37441%
Returns for 1 year-1.091.27-86%
Returns for 3 years9.207.23127%
Returns for 5 years76.0341.42184%
Returns for 10 years31.129.62324%
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