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BRSVX vs DFSVX
BRSVX vs DFSVX Comparison
Open Charts BRSVX vs DFSVX
Bridgeway Small-Cap Value
Price$43.64
Change+$0.70 (+1.63%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
BRSVX vs DFSVX Comparison Chart
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BRSVX vs. DFSVX commentary
Nov 23, 2024
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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. BRSVX (521M). 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 : 27.42 vs. BRSVX (21.81). BRSVX return over 5 years is better than : 112.95 vs. DFSVX (61.43).
| 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 | 9.912 | 16.319 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 17.6B | 3% |
| Annual Yield % from dividends | 0.90 | 1.44 | 62% |
| Returns for 1 year | 21.81 | 27.42 | 80% |
| Returns for 3 years | 8.31 | 10.57 | 79% |
| Returns for 5 years | 112.95 | 61.43 | 184% |
| Returns for 10 years | 110.85 | 48.14 | 230% |
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