Ad is loading...
DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Ord
Price$30.28
Change-$0.24 (-0.79%)
VolumeN/A
CapitalizationN/A
DFSVX vs USBNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. USBNX commentary
Nov 14, 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: 17.8B vs. USBNX (4.29B). 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 : 36.34 vs. DFSVX (33.78). DFSVX return over 5 years is better than : 60.38 vs. USBNX (23.94).
| 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 | 16.702 | 18.986 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 4.29B | 415% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 33.78 | 36.34 | 93% |
| Returns for 3 years | 9.15 | 4.67 | 196% |
| Returns for 5 years | 60.38 | 23.94 | 252% |
| Returns for 10 years | 50.61 | 21.66 | 234% |
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 % |
| OVLH | 34.70 | -0.08 | -0.22% |
| Overlay Shares Hedged Lrg Cp Eq ETF | |||
| VGIT | 58.23 | -0.23 | -0.39% |
| Vanguard Intmdt-Term Trs ETF | |||
| OUNZ | 25.10 | -0.20 | -0.79% |
| VanEck Merk Gold Trust | |||
| PSCE | 52.36 | -0.68 | -1.28% |
| Invesco S&P SmallCap Energy ETF | |||
| QMOM | 69.68 | -1.16 | -1.64% |
| Alpha Architect US Quantitative Momt ETF | |||