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BRSIX vs DFSVX
BRSIX vs DFSVX Comparison
Open Charts BRSIX vs DFSVX
Bridgeway Ultra-Small Company Market
Price$12.84
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets177.73M
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
BRSIX vs DFSVX Comparison Chart
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BRSIX vs. DFSVX commentary
Jan 19, 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: 16.8B vs. BRSIX (178M). DFSVX pays higher dividends than BRSIX: DFSVX (1.44) vs BRSIX (0.83). BRSIX was incepted earlier than DFSVX: BRSIX (27 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 : 19.60 vs. DFSVX (17.38). DFSVX return over 5 years is better than : 51.83 vs. BRSIX (15.17).
| BRSIX | DFSVX | BRSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | -0.619 | 2.948 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 16.8B | 1% |
| Annual Yield % from dividends | 0.83 | 1.44 | 58% |
| Returns for 1 year | 19.60 | 17.38 | 113% |
| Returns for 3 years | 0.33 | 16.94 | 2% |
| Returns for 5 years | 15.17 | 51.83 | 29% |
| Returns for 10 years | -9.26 | 57.77 | -16% |
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