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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
William Blair Small Cap Value R6
Price$29.04
Change-$0.62 (-2.09%)
VolumeN/A
Net Assets1.3B
DFSVX vs WBVRX Comparison Chart
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DFSVX 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 DFSVX is a Hold and WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. WBVRX (1.3B). DFSVX pays higher dividends than WBVRX: DFSVX (1.44) vs WBVRX (0.88). DFSVX was incepted earlier than WBVRX: DFSVX (32 years) vs WBVRX (4 years). WBVRX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than WBVRX: DFSVX (0) vs WBVRX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. WBVRX (0.09). WBVRX return over 5 years is better than : 64.63 vs. DFSVX (52.23).
| DFSVX | WBVRX | DFSVX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | -1.546 | -1.892 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.3B | 1,227% |
| Annual Yield % from dividends | 1.44 | 0.88 | 163% |
| Returns for 1 year | 9.32 | 0.09 | 10,115% |
| Returns for 3 years | 17.14 | -5.22 | -328% |
| Returns for 5 years | 52.23 | 64.63 | 81% |
| Returns for 10 years | 41.91 | N/A | - |
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