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DFFVX vs WBVRX
DFFVX vs WBVRX Comparison
Open Charts DFFVX vs WBVRX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.63B
William Blair Small Cap Value R6
Price$32.28
Change+$3.24 (+11.16%)
VolumeN/A
Net Assets976.62M
DFFVX vs WBVRX Comparison Chart in %
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DFFVX vs. WBVRX 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 WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. WBVRX (977M). DFFVX pays higher dividends than WBVRX: DFFVX (1.58) vs WBVRX (0.84). DFFVX was incepted earlier than WBVRX: DFFVX (26 years) vs WBVRX (5 years). WBVRX (0.79) is less costly to investors than DFFVX (0.30). WBVRX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than WBVRX: DFFVX (0) vs WBVRX (1000000). DFFVX annual gain was more profitable for investors over the last year : 14.46 vs. WBVRX (7.57). WBVRX return over 5 years is better than : 126.09 vs. DFFVX (64.59).
| DFFVX | WBVRX | DFFVX / WBVRX | |
| Total Expense Ratio | 0.29 | 0.79 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 7.842 | 7.922 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 977M | 1,494% |
| Annual Yield % from dividends | 1.58 | 0.84 | 189% |
| Returns for 1 year | 14.46 | 7.57 | 191% |
| Returns for 3 years | 36.57 | 5.77 | 634% |
| Returns for 5 years | 64.59 | 126.09 | 51% |
| Returns for 10 years | 139.72 | N/A | - |
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