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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$51.61
Change+$0.88 (+1.73%)
VolumeN/A
Net Assets16.61B
Pear Tree Polaris Small Cap Ord
Price$29.13
Change+$0.52 (+1.82%)
VolumeN/A
Net Assets94.27M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Sep 19, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. USBNX (94.3M). DFSVX pays higher dividends than USBNX: DFSVX (1.52) vs USBNX (0.35). DFSVX was incepted earlier than USBNX: DFSVX (33 years) vs USBNX (33 years). USBNX (1.42) 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 : 7.19 vs. USBNX (2.03). DFSVX return over 5 years is better than : 96.11 vs. USBNX (58.16).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | 0.31 | 1.42 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.42 | 22% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 5.496 | 5.845 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 94.3M | 17,603% |
| Annual Yield % from dividends | 1.52 | 0.35 | 439% |
| Returns for 1 year | 7.19 | 2.03 | 355% |
| Returns for 3 years | 31.78 | 22.57 | 141% |
| Returns for 5 years | 96.11 | 58.16 | 165% |
| Returns for 10 years | 64.50 | 31.17 | 207% |
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