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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.89B
William Blair Small Cap Value R6
Price$28.69
Change+$0.30 (+1.06%)
VolumeN/A
Net Assets1.09B
DFSVX vs WBVRX Comparison Chart in %
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DFSVX vs. WBVRX commentary
Jul 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. WBVRX (1.1B). DFSVX pays higher dividends than WBVRX: DFSVX (1.67) vs WBVRX (1.05). 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 : -0.60 vs. WBVRX (-9.73). WBVRX return over 5 years is better than : 162.14 vs. DFSVX (95.10).
| 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 | -0.118 | -4.088 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.1B | 1,452% |
| Annual Yield % from dividends | 1.67 | 1.05 | 159% |
| Returns for 1 year | -0.60 | -9.73 | 6% |
| Returns for 3 years | 31.39 | 1.92 | 1,634% |
| Returns for 5 years | 95.10 | 162.14 | 59% |
| Returns for 10 years | 44.79 | N/A | - |
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