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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$47.30
Change+$0.36 (+0.77%)
VolumeN/A
Net Assets15.73B
Pear Tree Polaris Small Cap Ord
Price$27.07
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets91.21M
DFSVX vs USBNX Comparison Chart
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DFSVX vs. USBNX commentary
Mar 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. USBNX (91.2M). DFSVX pays higher dividends than USBNX: DFSVX (1.44) vs USBNX (0.81). DFSVX was incepted earlier than USBNX: DFSVX (32 years) vs USBNX (33 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 : 7.15 vs. USBNX (4.76). DFSVX return over 5 years is better than : 73.21 vs. USBNX (35.79).
| DFSVX | USBNX | DFSVX / USBNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -2.494 | 0.148 | -1,686% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 91.2M | 17,215% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 7.15 | 4.76 | 150% |
| Returns for 3 years | 16.04 | 7.88 | 204% |
| Returns for 5 years | 73.21 | 35.79 | 205% |
| Returns for 10 years | 40.78 | 16.43 | 248% |
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