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BRSIX vs DFSVX
BRSIX vs DFSVX Comparison
Open Charts BRSIX vs DFSVX
Bridgeway Ultra-Small Company Market
Price$11.97
Change+$0.31 (+2.66%)
VolumeN/A
Net Assets102.77M
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
BRSIX vs DFSVX Comparison Chart
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BRSIX vs. DFSVX commentary
Jun 07, 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 BRSIX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. BRSIX (103M). DFSVX pays higher dividends than BRSIX: DFSVX (1.65) vs BRSIX (0.70). BRSIX was incepted earlier than DFSVX: BRSIX (28 years) vs DFSVX (32 years). BRSIX (0.80) is less costly to investors than DFSVX (0.31). BRSIX is a more actively managed with annual turnover of: 44.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BRSIX: DFSVX (0) vs BRSIX (2000). BRSIX annual gain was more profitable for investors over the last year : 4.17 vs. DFSVX (0.94). DFSVX return over 5 years is better than : 68.62 vs. BRSIX (15.18).
| BRSIX | DFSVX | BRSIX / DFSVX | |
| Total Expense Ratio | 0.75 | 0.31 | 242% |
| Annual Report Gross Expense Ratio | 0.80 | 0.31 | 258% |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -9.752 | -6.110 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 14.8B | 1% |
| Annual Yield % from dividends | 0.70 | 1.65 | 43% |
| Returns for 1 year | 4.17 | 0.94 | 445% |
| Returns for 3 years | -0.73 | 7.43 | -10% |
| Returns for 5 years | 15.18 | 68.62 | 22% |
| Returns for 10 years | -21.82 | 33.33 | -65% |
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