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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
William Blair Small Cap Value R6
Price$27.42
Change+$0.36 (+1.33%)
VolumeN/A
Net Assets1.08B
DFSVX vs WBVRX Comparison Chart
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DFSVX vs. WBVRX commentary
Jun 07, 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: 14.8B vs. WBVRX (1.09B). DFSVX pays higher dividends than WBVRX: DFSVX (1.65) vs WBVRX (1.08). 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 : 0.94 vs. WBVRX (-5.65). WBVRX return over 5 years is better than : 131.39 vs. DFSVX (68.62).
| 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 | -6.110 | -7.365 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.09B | 1,364% |
| Annual Yield % from dividends | 1.65 | 1.08 | 153% |
| Returns for 1 year | 0.94 | -5.65 | -17% |
| Returns for 3 years | 7.43 | -12.62 | -59% |
| Returns for 5 years | 68.62 | 131.39 | 52% |
| Returns for 10 years | 33.33 | N/A | - |
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