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DFSVX vs WBVNX
DFSVX vs WBVNX Comparison
Open Charts DFSVX vs WBVNX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
William Blair Small Cap Value N
Price$28.63
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets1.09B
DFSVX vs WBVNX Comparison Chart in %
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DFSVX vs. WBVNX commentary
Jul 26, 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 WBVNX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. WBVNX (1.09B). DFSVX pays higher dividends than WBVNX: DFSVX (1.67) vs WBVNX (0.63). DFSVX was incepted earlier than WBVNX: DFSVX (32 years) vs WBVNX (4 years). WBVNX (1.15) is less costly to investors than DFSVX (0.31). WBVNX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WBVNX: DFSVX (0) vs WBVNX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. WBVNX (-9.12). WBVNX return over 5 years is better than : 171.37 vs. DFSVX (94.25).
| DFSVX | WBVNX | DFSVX / WBVNX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | 0.901 | -3.505 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.09B | 1,471% |
| Annual Yield % from dividends | 1.67 | 0.63 | 266% |
| Returns for 1 year | 0.60 | -9.12 | -7% |
| Returns for 3 years | 27.09 | -3.25 | -833% |
| Returns for 5 years | 94.25 | 171.37 | 55% |
| Returns for 10 years | 50.73 | 65.68 | 77% |
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