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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
William Blair Small Cap Value R6
Price$26.74
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.09B
DFSVX vs WBVRX Comparison Chart
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DFSVX vs. WBVRX commentary
May 11, 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 Buy and WBVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. WBVRX (1.09B). DFSVX pays higher dividends than WBVRX: DFSVX (1.75) vs WBVRX (1.12). DFSVX was incepted earlier than WBVRX: DFSVX (32 years) vs WBVRX (4 years). WBVRX (0.79) is less costly to investors than DFSVX (0.31). WBVRX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). 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 : -4.47 vs. WBVRX (-10.49). WBVRX return over 5 years is better than : 157.12 vs. DFSVX (92.55).
| DFSVX | WBVRX | DFSVX / WBVRX | |
| Total Expense Ratio | 0.31 | 0.79 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.79 | 39% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | -9.153 | -9.662 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.09B | 1,336% |
| Annual Yield % from dividends | 1.75 | 1.12 | 156% |
| Returns for 1 year | -4.47 | -10.49 | 43% |
| Returns for 3 years | 13.88 | -7.87 | -176% |
| Returns for 5 years | 92.55 | 157.12 | 59% |
| Returns for 10 years | 29.01 | N/A | - |
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