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DFFVX vs WBVRX
DFFVX vs WBVRX Comparison
Open Charts DFFVX vs WBVRX
DFA US Targeted Value I
Price$34.26
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets13.19B
William Blair Small Cap Value R6
Price$28.52
Change-$0.17 (-0.59%)
VolumeN/A
Net Assets1.1B
DFFVX vs WBVRX Comparison Chart in %
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DFFVX vs. WBVRX commentary
Jul 19, 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 DFFVX is a Hold and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. WBVRX (1.1B). DFFVX pays higher dividends than WBVRX: DFFVX (1.63) vs WBVRX (1.05). DFFVX was incepted earlier than WBVRX: DFFVX (25 years) vs WBVRX (4 years). WBVRX (0.79) is less costly to investors than DFFVX (0.30). WBVRX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WBVRX: DFFVX (0) vs WBVRX (1000000). DFFVX annual gain was more profitable for investors over the last year : 1.83 vs. WBVRX (-8.77). WBVRX return over 5 years is better than : 164.91 vs. DFFVX (105.89).
| DFFVX | WBVRX | DFFVX / WBVRX | |
| Total Expense Ratio | 0.29 | 0.79 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 1.068 | -3.074 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 1.1B | 1,196% |
| Annual Yield % from dividends | 1.63 | 1.05 | 156% |
| Returns for 1 year | 1.83 | -8.77 | -21% |
| Returns for 3 years | 35.97 | 3.00 | 1,200% |
| Returns for 5 years | 105.89 | 164.91 | 64% |
| Returns for 10 years | 62.26 | N/A | - |
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