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DFFVX vs SBRVX
DFFVX vs SBRVX Comparison
Open Charts DFFVX vs SBRVX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.67
Change+$0.73 (+4.58%)
VolumeN/A
Net Assets409.66M
DFFVX vs SBRVX Comparison Chart in %
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DFFVX vs. SBRVX commentary
Feb 04, 2026
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 DFFVX is a Buy and SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. SBRVX (410M). DFFVX pays higher dividends than SBRVX: DFFVX (1.58) vs SBRVX (0.31). DFFVX was incepted earlier than SBRVX: DFFVX (26 years) vs SBRVX (6 years). SBRVX (1.22) is less costly to investors than DFFVX (0.30). SBRVX is a more actively managed with annual turnover of: 33.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than SBRVX: DFFVX (0) vs SBRVX (2500). DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. SBRVX (12.14). DFFVX return over 5 years is better than : 62.65 vs. SBRVX (22.09).
| DFFVX | SBRVX | DFFVX / SBRVX | |
| Total Expense Ratio | 0.29 | 1.14 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.22 | 25% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 8.680 | 11.580 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 410M | 3,634% |
| Annual Yield % from dividends | 1.58 | 0.31 | 507% |
| Returns for 1 year | 17.44 | 12.14 | 144% |
| Returns for 3 years | 37.63 | 24.43 | 154% |
| Returns for 5 years | 62.65 | 22.09 | 284% |
| Returns for 10 years | 141.58 | N/A | - |
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