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DFSVX vs USBNX
DFSVX vs USBNX Comparison
Open Charts DFSVX vs USBNX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Pear Tree Polaris Small Cap Ord
Price$28.38
Change+$0.16 (+0.57%)
VolumeN/A
Net Assets96.35M
DFSVX vs USBNX Comparison Chart
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DFSVX vs. USBNX commentary
Jan 31, 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 StrongBuy and USBNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. USBNX (96.4M). 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 : 17.34 vs. USBNX (12.73). DFSVX return over 5 years is better than : 64.95 vs. USBNX (26.95).
| 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 | 4.082 | 4.403 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 96.4M | 17,531% |
| Annual Yield % from dividends | 1.44 | 0.81 | 179% |
| Returns for 1 year | 17.34 | 12.73 | 136% |
| Returns for 3 years | 23.52 | 11.45 | 205% |
| Returns for 5 years | 64.95 | 26.95 | 241% |
| Returns for 10 years | 57.14 | 26.11 | 219% |
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