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DFSVX vs SBRVX
DFSVX vs SBRVX Comparison
Open Charts DFSVX vs SBRVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.67
Change+$0.73 (+4.58%)
VolumeN/A
Net Assets409.66M
DFSVX vs SBRVX Comparison Chart in %
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DFSVX 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 DFSVX is a Buy and SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. SBRVX (410M). DFSVX pays higher dividends than SBRVX: DFSVX (1.58) vs SBRVX (0.31). DFSVX was incepted earlier than SBRVX: DFSVX (33 years) vs SBRVX (6 years). SBRVX (1.22) is less costly to investors than DFSVX (0.31). SBRVX is a more actively managed with annual turnover of: 33.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than SBRVX: DFSVX (0) vs SBRVX (2500). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. SBRVX (12.14). DFSVX return over 5 years is better than : 55.54 vs. SBRVX (22.09).
| DFSVX | SBRVX | DFSVX / SBRVX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 9.431 | 11.580 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 410M | 4,366% |
| Annual Yield % from dividends | 1.58 | 0.31 | 506% |
| Returns for 1 year | 17.52 | 12.14 | 144% |
| Returns for 3 years | 35.91 | 24.43 | 147% |
| Returns for 5 years | 55.54 | 22.09 | 251% |
| Returns for 10 years | 121.92 | N/A | - |
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