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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$48.03
Change-$1.80 (-3.61%)
VolumeN/A
Net Assets16.2B
Pear Tree Polaris Small Cap Ord
Price$27.27
Change-$0.74 (-2.64%)
VolumeN/A
Net Assets91.91M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Oct 11, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. USBNX (91.9M). DFSVX pays higher dividends than USBNX: DFSVX (1.66) 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 : 6.12 vs. USBNX (-0.18). DFSVX return over 5 years is better than : 83.25 vs. USBNX (48.54).
| 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 | 4.126 | 3.626 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 91.9M | 17,628% |
| Annual Yield % from dividends | 1.66 | 0.35 | 473% |
| Returns for 1 year | 6.12 | -0.18 | -3,326% |
| Returns for 3 years | 36.47 | 25.00 | 146% |
| Returns for 5 years | 83.25 | 48.54 | 171% |
| Returns for 10 years | 59.48 | 26.36 | 226% |
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