Ad is loading...
DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Ord
Price$28.42
Change-$0.29 (-1.01%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs USBNX Comparison Chart
Loading...
DFSVX vs. USBNX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. USBNX (99.4M). DFSVX pays higher dividends than USBNX: DFSVX (1.44) vs USBNX (0.81). DFSVX was incepted earlier than USBNX: DFSVX (32 years) vs USBNX (32 years). USBNX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (25.00). 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 : 20.89 vs. DFSVX (19.84). DFSVX return over 5 years is better than : 53.86 vs. USBNX (20.45).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 7.846 | 9.708 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 99.4M | 16,801% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 19.84 | 20.89 | 95% |
| Returns for 3 years | 13.38 | 6.99 | 191% |
| Returns for 5 years | 53.86 | 20.45 | 263% |
| Returns for 10 years | 39.64 | 12.90 | 307% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MISL | 30.90 | -0.01 | -0.03% |
| First Trust Indxx Aerspc & Defns ETF | |||
| APRZ | 34.02 | -0.02 | -0.06% |
| TrueShares Structured Outcome April ETF | |||
| IBTH | 22.65 | -0.02 | -0.07% |
| iShares iBonds Dec 2027 Term Tr ETF | |||
| FINX | 27.43 | -0.06 | -0.22% |
| Global X FinTech ETF | |||
| DFAC | 33.53 | -0.08 | -0.24% |
| Dimensional US Core Equity 2 ETF | |||