BRUSX
Price
$33.41
Change
+$0.23 (+0.69%)
Updated
Jul 9 closing price
Net Assets
89.9M
DFSVX
Price
$48.53
Change
+$0.19 (+0.39%)
Updated
Jul 9 closing price
Net Assets
16.04B
Interact to see
Advertisement

BRUSX vs DFSVX

Header iconBRUSX vs DFSVX Comparison
Open Charts BRUSX vs DFSVXBanner chart's image
Bridgeway Ultra-Small
Price$33.41
Change+$0.23 (+0.69%)
VolumeN/A
Net Assets89.9M
DFA US Small Cap Value I
Price$48.53
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets16.04B
BRUSX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BRUSX vs. DFSVX commentary
Jul 10, 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 BRUSX is a StrongBuy and DFSVX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. BRUSX (89.9M). DFSVX pays higher dividends than BRUSX: DFSVX (1.67) vs BRUSX (0.18). BRUSX was incepted earlier than DFSVX: BRUSX (31 years) vs DFSVX (32 years). BRUSX (1.24) is less costly to investors than DFSVX (0.31). BRUSX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BRUSX: DFSVX (0) vs BRUSX (2000). BRUSX annual gain was more profitable for investors over the last year : 20.43 vs. DFSVX (10.35). DFSVX return over 5 years is better than : 105.35 vs. BRUSX (52.86).
BRUSXDFSVXBRUSX / DFSVX
Total Expense Ratio1.240.31400%
Annual Report Gross Expense Ratio1.240.31400%
Fund Existence31 years32 years-
Gain YTD-0.2740.526-52%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets89.9M16B1%
Annual Yield % from dividends0.181.6711%
Returns for 1 year20.4310.35197%
Returns for 3 years8.7032.5227%
Returns for 5 years52.86105.3550%
Returns for 10 years15.5644.5735%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
QLD119.451.66
+1.41%
ProShares Ultra QQQ
MHD11.210.04
+0.36%
Blackrock Muniholdings Fund
XTRE49.470.10
+0.19%
BondBloxx Bloomberg ThreeYrTrgDurUSTrETF
IPAV27.39N/A
N/A
Global X Infrastructure Dev ex-U.S. ETF
FCA24.25-0.09
-0.37%
First Trust China AlphaDEX® ETF