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BRSVX vs DFSVX
BRSVX vs DFSVX Comparison
Open Charts BRSVX vs DFSVX
Bridgeway Small-Cap Value
Price$38.19
Change-$0.40 (-1.04%)
VolumeN/A
Net Assets474.22M
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
BRSVX vs DFSVX Comparison Chart
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BRSVX vs. DFSVX commentary
Jan 24, 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: 16.9B vs. BRSVX (474M). 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 : 15.36 vs. BRSVX (4.45). BRSVX return over 5 years is better than : 94.17 vs. DFSVX (56.95).
| 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 | 3.348 | 3.236 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 16.9B | 3% |
| Annual Yield % from dividends | 0.90 | 1.44 | 62% |
| Returns for 1 year | 4.45 | 15.36 | 29% |
| Returns for 3 years | 14.34 | 24.01 | 60% |
| Returns for 5 years | 94.17 | 56.95 | 165% |
| Returns for 10 years | 99.26 | 55.08 | 180% |
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