Interact to see
Advertisement
Advertisement
DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
Pear Tree Polaris Small Cap Ord
Price$27.41
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets91.45M
DFSVX vs USBNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. USBNX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. USBNX (91.4M). DFSVX pays higher dividends than USBNX: DFSVX (1.67) 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). USBNX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). 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 : -2.14 vs. USBNX (-2.75). DFSVX return over 5 years is better than : 92.70 vs. USBNX (50.95).
| 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 | -1.345 | 1.073 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 91.4M | 17,177% |
| Annual Yield % from dividends | 1.67 | 0.37 | 455% |
| Returns for 1 year | -2.14 | -2.75 | 78% |
| Returns for 3 years | 30.43 | 19.61 | 155% |
| Returns for 5 years | 92.70 | 50.95 | 182% |
| Returns for 10 years | 42.00 | 12.18 | 345% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers