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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Ord
Price$27.27
Change+$0.20 (+0.74%)
VolumeN/A
CapitalizationN/A
DFSVX vs USBNX Comparison Chart
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DFSVX vs. USBNX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. USBNX (96.3M). 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). DFSVX annual gain was more profitable for investors over the last year : 9.80 vs. USBNX (6.40). DFSVX return over 5 years is better than : 48.02 vs. USBNX (14.28).
| 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 | 10.165 | 6.688 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 96.3M | 17,030% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 9.80 | 6.40 | 153% |
| Returns for 3 years | 17.58 | 6.09 | 289% |
| Returns for 5 years | 48.02 | 14.28 | 336% |
| Returns for 10 years | 45.74 | 18.46 | 248% |
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