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BRSVX vs DFSVX
BRSVX vs DFSVX Comparison
Open Charts BRSVX vs DFSVX
Bridgeway Small-Cap Value
Price$36.23
Change-$0.72 (-1.95%)
VolumeN/A
Net Assets434.9M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
BRSVX vs DFSVX Comparison Chart
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BRSVX 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 BRSVX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. BRSVX (435M). DFSVX pays higher dividends than BRSVX: DFSVX (1.44) vs BRSVX (0.90). BRSVX was incepted earlier than DFSVX: BRSVX (21 years) vs DFSVX (32 years). BRSVX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than BRSVX: DFSVX (0) vs BRSVX (2000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. BRSVX (-0.40). BRSVX return over 5 years is better than : 86.97 vs. DFSVX (52.23).
| BRSVX | DFSVX | BRSVX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -2.973 | -1.546 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 435M | 15.9B | 3% |
| Annual Yield % from dividends | 0.90 | 1.44 | 62% |
| Returns for 1 year | -0.40 | 9.32 | -4% |
| Returns for 3 years | 5.09 | 17.14 | 30% |
| Returns for 5 years | 86.97 | 52.23 | 167% |
| Returns for 10 years | 83.04 | 41.91 | 198% |
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