DFFVX
Price
$33.47
Change
+$0.53 (+1.61%)
Updated
Jun 26 closing price
Net Assets
12.72B
WBVRX
Price
$27.77
Change
+$0.44 (+1.61%)
Updated
Jun 26 closing price
Net Assets
1.08B
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DFFVX vs WBVRX

Header iconDFFVX vs WBVRX Comparison
Open Charts DFFVX vs WBVRXBanner chart's image
DFA US Targeted Value I
Price$33.47
Change+$0.53 (+1.61%)
VolumeN/A
Net Assets12.72B
William Blair Small Cap Value R6
Price$27.77
Change+$0.44 (+1.61%)
VolumeN/A
Net Assets1.08B
DFFVX vs WBVRX Comparison Chart in %
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DFFVX vs. WBVRX commentary
Jun 28, 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 Buy and WBVRX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. WBVRX (1.08B). DFFVX pays higher dividends than WBVRX: DFFVX (1.62) vs WBVRX (1.08). 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 : 6.07 vs. WBVRX (-4.00). WBVRX return over 5 years is better than : 168.73 vs. DFFVX (110.28).
DFFVXWBVRXDFFVX / WBVRX
Total Expense Ratio0.290.7937%
Annual Report Gross Expense Ratio0.300.7938%
Fund Existence25 years4 years-
Gain YTD-3.741-7.66949%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.7B1.08B1,173%
Annual Yield % from dividends1.621.08150%
Returns for 1 year6.07-4.00-152%
Returns for 3 years26.05-4.65-560%
Returns for 5 years110.28168.7365%
Returns for 10 years52.44N/A-
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