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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$45.86
Change-$0.44 (-0.95%)
VolumeN/A
Net Assets15.29B
Pear Tree Polaris Small Cap Ord
Price$26.88
Change-$0.33 (-1.21%)
VolumeN/A
Net Assets91.84M
DFSVX vs USBNX Comparison Chart in %
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DFSVX vs. USBNX commentary
Jun 26, 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 Buy and USBNX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. USBNX (91.8M). 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 : 5.10 vs. DFSVX (3.69). DFSVX return over 5 years is better than : 99.23 vs. USBNX (58.07).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | 0.31 | 1.45 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -5.096 | 0.666 | -765% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 91.8M | 16,667% |
| Annual Yield % from dividends | 1.65 | 0.37 | 441% |
| Returns for 1 year | 3.69 | 5.10 | 72% |
| Returns for 3 years | 22.87 | 17.31 | 132% |
| Returns for 5 years | 99.23 | 58.07 | 171% |
| Returns for 10 years | 31.97 | 11.11 | 288% |
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