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BRSIX vs DFSVX
BRSIX vs DFSVX Comparison
Open Charts BRSIX vs DFSVX
Bridgeway Ultra-Small Company Market
Price$12.42
Change-$0.43 (-3.35%)
VolumeN/A
Net Assets172.24M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
BRSIX vs DFSVX Comparison Chart
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BRSIX vs. DFSVX commentary
Feb 23, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. BRSIX (172M). DFSVX pays higher dividends than BRSIX: DFSVX (1.44) vs BRSIX (0.83). BRSIX was incepted earlier than DFSVX: BRSIX (28 years) vs DFSVX (32 years). BRSIX is a more actively managed with annual turnover of: 58.00 vs. DFSVX (25.00). 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 : 13.29 vs. DFSVX (9.32). DFSVX return over 5 years is better than : 52.23 vs. BRSIX (20.65).
| BRSIX | DFSVX | BRSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 32 years | - |
| Gain YTD | -0.542 | -1.546 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 15.9B | 1% |
| Annual Yield % from dividends | 0.83 | 1.44 | 58% |
| Returns for 1 year | 13.29 | 9.32 | 143% |
| Returns for 3 years | 4.79 | 17.14 | 28% |
| Returns for 5 years | 20.65 | 52.23 | 40% |
| Returns for 10 years | -12.65 | 41.91 | -30% |
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