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DFSVX vs SBRVX
DFSVX vs SBRVX Comparison
Open Charts DFSVX vs SBRVX
DFA US Small Cap Value I
Price$53.08
Change-$0.50 (-0.93%)
VolumeN/A
Net Assets16.96B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.46
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets401.31M
DFSVX vs SBRVX Comparison Chart in %
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DFSVX 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 DFSVX is a Buy and SBRVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. SBRVX (401M). DFSVX pays higher dividends than SBRVX: DFSVX (1.62) vs SBRVX (0.88). 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 : 4.80 vs. SBRVX (-0.89). DFSVX return over 5 years is better than : 67.27 vs. SBRVX (24.65).
| 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 | 11.962 | 5.724 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 401M | 4,239% |
| Annual Yield % from dividends | 1.62 | 0.88 | 184% |
| Returns for 1 year | 4.80 | -0.89 | -540% |
| Returns for 3 years | 32.15 | 25.46 | 126% |
| Returns for 5 years | 67.27 | 24.65 | 273% |
| Returns for 10 years | 80.28 | N/A | - |
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