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DFSVX vs WBVNX
DFSVX vs WBVNX Comparison
Open Charts DFSVX vs WBVNX
DFA US Small Cap Value I
Price$49.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value N
Price$31.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs WBVNX Comparison Chart
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DFSVX vs. WBVNX commentary
Oct 18, 2024
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 DFSVX is a Buy and WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. WBVNX (1.33B). DFSVX pays higher dividends than WBVNX: DFSVX (1.44) vs WBVNX (0.57). DFSVX was incepted earlier than WBVNX: DFSVX (32 years) vs WBVNX (3 years). WBVNX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than WBVNX: DFSVX (0) vs WBVNX (2500). DFSVX annual gain was more profitable for investors over the last year : 25.49 vs. WBVNX (15.25). WBVNX return over 5 years is better than : 83.07 vs. DFSVX (60.36).
| DFSVX | WBVNX | DFSVX / WBVNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 3 years | - |
| Gain YTD | 11.502 | 6.044 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.33B | 1,244% |
| Annual Yield % from dividends | 1.44 | 0.57 | 251% |
| Returns for 1 year | 25.49 | 15.25 | 167% |
| Returns for 3 years | 11.27 | -4.63 | -244% |
| Returns for 5 years | 60.36 | 83.07 | 73% |
| Returns for 10 years | 56.09 | 90.36 | 62% |
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