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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
William Blair Small Cap Value R6
Price$31.09
Change-$0.42 (-1.33%)
VolumeN/A
CapitalizationN/A
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DFSVX vs WBVRX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. WBVRX (1.35B). DFSVX pays higher dividends than WBVRX: DFSVX (1.44) vs WBVRX (0.88). DFSVX was incepted earlier than WBVRX: DFSVX (32 years) vs WBVRX (3 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 : 19.84 vs. WBVRX (10.84). WBVRX return over 5 years is better than : 72.26 vs. DFSVX (53.86).
| DFSVX | WBVRX | DFSVX / WBVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 3 years | - |
| Gain YTD | 7.846 | 4.003 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.35B | 1,238% |
| Annual Yield % from dividends | 1.44 | 0.88 | 163% |
| Returns for 1 year | 19.84 | 10.84 | 183% |
| Returns for 3 years | 13.38 | -2.91 | -460% |
| Returns for 5 years | 53.86 | 72.26 | 75% |
| Returns for 10 years | 39.64 | N/A | - |
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