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DFFVX vs WBVRX
DFFVX vs WBVRX Comparison
Open Charts DFFVX vs WBVRX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
William Blair Small Cap Value R6
Price$25.65
Change-$2.00 (-7.23%)
VolumeN/A
Net Assets1.2B
DFFVX vs WBVRX Comparison Chart
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DFFVX vs. WBVRX commentary
Apr 04, 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: 12.6B vs. WBVRX (1.2B). DFFVX pays higher dividends than WBVRX: DFFVX (1.63) vs WBVRX (1.07). 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 : 0.60 vs. WBVRX (-7.48). WBVRX return over 5 years is better than : 217.82 vs. DFFVX (165.27).
| 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 | -5.436 | -6.588 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 1.2B | 1,054% |
| Annual Yield % from dividends | 1.63 | 1.07 | 152% |
| Returns for 1 year | 0.60 | -7.48 | -8% |
| Returns for 3 years | 11.44 | -11.97 | -96% |
| Returns for 5 years | 165.27 | 217.82 | 76% |
| Returns for 10 years | 48.10 | N/A | - |
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