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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
William Blair Small Cap Value R6
Price$28.96
Change+$0.16 (+0.56%)
VolumeN/A
Net Assets1.14B
DFSVX vs WBVRX Comparison Chart in %
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DFSVX vs. WBVRX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WBVRX (1.14B). 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 : 9.45 vs. WBVRX (0.95). WBVRX return over 5 years is better than : 174.76 vs. DFSVX (105.30).
| DFSVX | WBVRX | DFSVX / WBVRX | |
| Total Expense Ratio | 0.31 | 0.79 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 0.79 | 39% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | 1.067 | -2.162 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.14B | 1,415% |
| Annual Yield % from dividends | 1.67 | 1.05 | 159% |
| Returns for 1 year | 9.45 | 0.95 | 991% |
| Returns for 3 years | 32.84 | 3.46 | 949% |
| Returns for 5 years | 105.30 | 174.76 | 60% |
| Returns for 10 years | 45.10 | N/A | - |
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