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DFFVX vs WBVRX
DFFVX vs WBVRX Comparison
Open Charts DFFVX vs WBVRX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
William Blair Small Cap Value R6
Price$29.04
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
DFFVX vs WBVRX Comparison Chart
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DFFVX vs. WBVRX commentary
Feb 23, 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 (1.3B). DFFVX pays higher dividends than WBVRX: DFFVX (1.37) vs WBVRX (0.88). DFFVX was incepted earlier than WBVRX: DFFVX (25 years) vs WBVRX (4 years). WBVRX is a more actively managed with annual turnover of: 27.00 vs. DFFVX (20.00). 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 : 10.28 vs. WBVRX (0.09). WBVRX return over 5 years is better than : 64.63 vs. DFFVX (59.88).
| DFFVX | WBVRX | DFFVX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | -0.786 | -1.892 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 1.3B | 1,019% |
| Annual Yield % from dividends | 1.37 | 0.88 | 156% |
| Returns for 1 year | 10.28 | 0.09 | 11,160% |
| Returns for 3 years | 20.19 | -5.22 | -387% |
| Returns for 5 years | 59.88 | 64.63 | 93% |
| Returns for 10 years | 57.95 | N/A | - |
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