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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$51.68
Change+$0.83 (+1.63%)
VolumeN/A
CapitalizationN/A
Pear Tree Polaris Small Cap Ord
Price$29.91
Change+$0.37 (+1.25%)
VolumeN/A
CapitalizationN/A
DFSVX vs USBNX Comparison Chart
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DFSVX vs. USBNX commentary
Nov 22, 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: 17.5B vs. USBNX (4.18B). 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 (28.65) and DFSVX (27.42) have marching annual gain over last year. DFSVX return over 5 years is better than : 61.43 vs. USBNX (22.04).
| 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 | 16.319 | 16.608 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 4.18B | 419% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 27.42 | 28.65 | 96% |
| Returns for 3 years | 10.57 | 4.58 | 231% |
| Returns for 5 years | 61.43 | 22.04 | 279% |
| Returns for 10 years | 48.14 | 17.56 | 274% |
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