DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
WBVRX
Price
$28.62
Change
+$0.15 (+0.53%)
Updated
Jul 25 closing price
Net Assets
1.09B
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DFSVX vs WBVRX

Header iconDFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
William Blair Small Cap Value R6
Price$28.62
Change+$0.15 (+0.53%)
VolumeN/A
Net Assets1.09B
DFSVX vs WBVRX Comparison Chart in %
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DFSVX vs. WBVRX commentary
Jul 27, 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 WBVRX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. WBVRX (1.09B). DFSVX pays higher dividends than WBVRX: DFSVX (1.67) vs WBVRX (1.05). DFSVX was incepted earlier than WBVRX: DFSVX (32 years) vs WBVRX (4 years). WBVRX (0.79) is less costly to investors than DFSVX (0.31). WBVRX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WBVRX: DFSVX (0) vs WBVRX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. WBVRX (-8.80). WBVRX return over 5 years is better than : 160.42 vs. DFSVX (94.25).
DFSVXWBVRXDFSVX / WBVRX
Total Expense Ratio0.310.7939%
Annual Report Gross Expense Ratio0.310.7939%
Fund Existence32 years4 years-
Gain YTD0.901-3.311-27%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B1.09B1,464%
Annual Yield % from dividends1.671.05159%
Returns for 1 year0.60-8.80-7%
Returns for 3 years27.09-2.31-1,174%
Returns for 5 years94.25160.4259%
Returns for 10 years50.73N/A-
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