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DFFVX vs SBRVX
DFFVX vs SBRVX Comparison
Open Charts DFFVX vs SBRVX
DFA US Targeted Value I
Price$37.89
Change-$0.30 (-0.79%)
VolumeN/A
Net Assets14.17B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.46
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets401.31M
DFFVX vs SBRVX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 7.34B. The market cap for tickers in the group ranges from 398.19M to 14.29B. DFFVX holds the highest valuation in this group at 14.29B. The lowest valued company is SBRVX at 398.19M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 2%, and the average quarterly price growth was 15%. DFFVX experienced the highest price growth at 3%, while SBRVX experienced the biggest fall at -6%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
DFFVX vs. SBRVX commentary
Dec 13, 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 DFFVX is a StrongBuy and SBRVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. SBRVX (401M). DFFVX pays higher dividends than SBRVX: DFFVX (1.65) vs SBRVX (0.88). 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 : 5.73 vs. SBRVX (-0.89). DFFVX return over 5 years is better than : 74.19 vs. SBRVX (24.65).
| 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 | 12.704 | 5.724 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 401M | 3,541% |
| Annual Yield % from dividends | 1.65 | 0.88 | 188% |
| Returns for 1 year | 5.73 | -0.89 | -643% |
| Returns for 3 years | 37.05 | 25.46 | 146% |
| Returns for 5 years | 74.19 | 24.65 | 301% |
| Returns for 10 years | 99.58 | N/A | - |
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