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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
William Blair Small Cap Value R6
Price$30.25
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.37B
DFSVX vs WBVRX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WBVRX (1.37B). 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 : 17.38 vs. WBVRX (7.79). WBVRX return over 5 years is better than : 66.21 vs. DFSVX (51.83).
| 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 | 2.948 | 2.196 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.37B | 1,224% |
| Annual Yield % from dividends | 1.44 | 0.88 | 163% |
| Returns for 1 year | 17.38 | 7.79 | 223% |
| Returns for 3 years | 16.94 | -7.36 | -230% |
| Returns for 5 years | 51.83 | 66.21 | 78% |
| Returns for 10 years | 57.77 | N/A | - |