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BRSIX vs DFSVX
BRSIX vs DFSVX Comparison
Open Charts BRSIX vs DFSVX
Bridgeway Ultra-Small Company Market
Price$10.71
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets95.2M
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
BRSIX vs DFSVX Comparison Chart
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BRSIX vs. DFSVX commentary
May 12, 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: 14.6B vs. BRSIX (95.2M). DFSVX pays higher dividends than BRSIX: DFSVX (1.75) vs BRSIX (0.76). 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). DFSVX annual gain was more profitable for investors over the last year : -4.47 vs. BRSIX (-7.44). DFSVX return over 5 years is better than : 92.55 vs. BRSIX (27.22).
| 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 | -17.105 | -9.153 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.2M | 14.6B | 1% |
| Annual Yield % from dividends | 0.76 | 1.75 | 43% |
| Returns for 1 year | -7.44 | -4.47 | 167% |
| Returns for 3 years | -1.73 | 13.88 | -12% |
| Returns for 5 years | 27.22 | 92.55 | 29% |
| Returns for 10 years | -27.29 | 29.01 | -94% |
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