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BRSIX vs DFFVX
BRSIX vs DFFVX Comparison
Open Charts BRSIX vs DFFVX
Bridgeway Ultra-Small Company Market
Price$12.39
Change-$0.65 (-4.98%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
BRSIX vs DFFVX Comparison Chart
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BRSIX vs. DFFVX commentary
Dec 19, 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 BRSIX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. BRSIX (183M). DFFVX pays higher dividends than BRSIX: DFFVX (1.37) vs BRSIX (0.83). BRSIX was incepted earlier than DFFVX: BRSIX (27 years) vs DFFVX (25 years). BRSIX is a more actively managed with annual turnover of: 58.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than BRSIX: DFFVX (0) vs BRSIX (2000). BRSIX annual gain was more profitable for investors over the last year : 24.69 vs. DFFVX (15.38). DFFVX return over 5 years is better than : 60.26 vs. BRSIX (19.64).
| BRSIX | DFFVX | BRSIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 15.984 | 13.033 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 14B | 1% |
| Annual Yield % from dividends | 0.83 | 1.37 | 60% |
| Returns for 1 year | 24.69 | 15.38 | 161% |
| Returns for 3 years | -0.83 | 26.84 | -3% |
| Returns for 5 years | 19.64 | 60.26 | 33% |
| Returns for 10 years | -9.38 | 71.11 | -13% |