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DFSVX vs SBRVX
DFSVX vs SBRVX Comparison
Open Charts DFSVX vs SBRVX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.19
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets407.2M
DFSVX vs SBRVX Comparison Chart in %
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DFSVX 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 DFSVX is a Hold and SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. SBRVX (407M). DFSVX pays higher dividends than SBRVX: DFSVX (1.69) vs SBRVX (0.34). 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 (12.00). 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 : 13.71 vs. SBRVX (9.13). DFSVX return over 5 years is better than : 55.39 vs. SBRVX (19.68).
| 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 | 5.771 | 8.367 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 407M | 4,300% |
| Annual Yield % from dividends | 1.69 | 0.34 | 503% |
| Returns for 1 year | 13.71 | 9.13 | 150% |
| Returns for 3 years | 37.53 | 25.22 | 149% |
| Returns for 5 years | 55.39 | 19.68 | 281% |
| Returns for 10 years | 114.57 | N/A | - |
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