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DFSVX vs WBVNX
DFSVX vs WBVNX Comparison
Open Charts DFSVX vs WBVNX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
William Blair Small Cap Value N
Price$26.83
Change-$0.63 (-2.29%)
VolumeN/A
Net Assets1.06B
DFSVX vs WBVNX Comparison Chart
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DFSVX vs. WBVNX commentary
Jun 16, 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 Hold and WBVNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. WBVNX (1.06B). DFSVX pays higher dividends than WBVNX: DFSVX (1.65) vs WBVNX (0.65). 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 : 1.83 vs. WBVNX (-6.97). WBVNX return over 5 years is better than : 161.25 vs. DFSVX (86.94).
| 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 | -6.462 | -9.572 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.06B | 1,400% |
| Annual Yield % from dividends | 1.65 | 0.65 | 255% |
| Returns for 1 year | 1.83 | -6.97 | -26% |
| Returns for 3 years | 19.38 | -6.35 | -305% |
| Returns for 5 years | 86.94 | 161.25 | 54% |
| Returns for 10 years | 30.89 | 48.48 | 64% |
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