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DFFVX vs WBVRX
DFFVX vs WBVRX Comparison
Open Charts DFFVX vs WBVRX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
William Blair Small Cap Value R6
Price$27.42
Change+$0.36 (+1.33%)
VolumeN/A
Net Assets1.08B
DFFVX vs WBVRX Comparison Chart
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DFFVX vs. WBVRX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. WBVRX (1.09B). 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 : 3.08 vs. WBVRX (-5.65). WBVRX return over 5 years is better than : 131.39 vs. DFFVX (79.52).
| 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 | -4.530 | -7.365 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 1.09B | 1,152% |
| Annual Yield % from dividends | 1.62 | 1.08 | 150% |
| Returns for 1 year | 3.08 | -5.65 | -54% |
| Returns for 3 years | 11.76 | -12.62 | -93% |
| Returns for 5 years | 79.52 | 131.39 | 61% |
| Returns for 10 years | 50.14 | N/A | - |
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