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DFFVX vs SBRVX
DFFVX vs SBRVX Comparison
Open Charts DFFVX vs SBRVX
DFA US Targeted Value I
Price$39.06
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets14.62B
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.19
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets407.2M
DFFVX vs SBRVX Comparison Chart in %
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DFFVX vs. SBRVX commentary
Jan 15, 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 Hold and SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. SBRVX (407M). DFFVX pays higher dividends than SBRVX: DFFVX (1.69) vs SBRVX (0.34). 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 (7.00). 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 : 14.93 vs. SBRVX (9.13). DFFVX return over 5 years is better than : 62.53 vs. SBRVX (19.68).
| 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 | 5.625 | 8.367 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 407M | 3,587% |
| Annual Yield % from dividends | 1.69 | 0.34 | 501% |
| Returns for 1 year | 14.93 | 9.13 | 164% |
| Returns for 3 years | 40.35 | 25.22 | 160% |
| Returns for 5 years | 62.53 | 19.68 | 318% |
| Returns for 10 years | 137.45 | N/A | - |
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