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DFFVX vs WBVNX
DFFVX vs WBVNX Comparison
Open Charts DFFVX vs WBVNX
DFA US Targeted Value I
Price$34.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$31.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFFVX vs WBVNX Comparison Chart
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DFFVX vs. WBVNX commentary
Oct 18, 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 DFFVX is a Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.7B vs. WBVNX (1.33B). DFFVX pays higher dividends than WBVNX: DFFVX (1.37) vs WBVNX (0.57). DFFVX was incepted earlier than WBVNX: DFFVX (25 years) vs WBVNX (3 years). WBVNX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than WBVNX: DFFVX (0) vs WBVNX (2500). DFFVX annual gain was more profitable for investors over the last year : 25.91 vs. WBVNX (15.25). WBVNX return over 5 years is better than : 83.07 vs. DFFVX (65.80).
| DFFVX | WBVNX | DFFVX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 3 years | - |
| Gain YTD | 10.567 | 6.044 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 1.33B | 1,027% |
| Annual Yield % from dividends | 1.37 | 0.57 | 240% |
| Returns for 1 year | 25.91 | 15.25 | 170% |
| Returns for 3 years | 14.50 | -4.63 | -313% |
| Returns for 5 years | 65.80 | 83.07 | 79% |
| Returns for 10 years | 71.00 | 90.36 | 79% |
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