DFSVX
Price
$46.63
Change
+$0.77 (+1.68%)
Updated
Jun 26 closing price
Net Assets
15.14B
WBVRX
Price
$27.77
Change
+$0.44 (+1.61%)
Updated
Jun 26 closing price
Net Assets
1.08B
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DFSVX vs WBVRX

Header iconDFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRXBanner chart's image
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
William Blair Small Cap Value R6
Price$27.77
Change+$0.44 (+1.61%)
VolumeN/A
Net Assets1.08B
DFSVX vs WBVRX Comparison Chart in %
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DFSVX vs. WBVRX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. WBVRX (1.08B). 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 : 3.57 vs. WBVRX (-4.00). WBVRX return over 5 years is better than : 168.73 vs. DFSVX (99.23).
DFSVXWBVRXDFSVX / WBVRX
Total Expense Ratio0.310.7939%
Annual Report Gross Expense Ratio0.310.7939%
Fund Existence32 years4 years-
Gain YTD-5.096-7.66966%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.1B1.08B1,394%
Annual Yield % from dividends1.651.08153%
Returns for 1 year3.57-4.00-89%
Returns for 3 years21.77-4.65-468%
Returns for 5 years99.23168.7359%
Returns for 10 years35.33N/A-
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