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DFSVX vs WBVRX
DFSVX vs WBVRX Comparison
Open Charts DFSVX vs WBVRX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
William Blair Small Cap Value R6
Price$26.81
Change-$0.63 (-2.30%)
VolumeN/A
Net Assets1.06B
DFSVX vs WBVRX Comparison Chart
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DFSVX vs. WBVRX commentary
Jun 15, 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 WBVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. WBVRX (1.06B). DFSVX pays higher dividends than WBVRX: DFSVX (1.65) vs WBVRX (1.08). 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 : 1.83 vs. WBVRX (-6.67). WBVRX return over 5 years is better than : 150.80 vs. DFSVX (86.94).
| 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 | -6.462 | -9.426 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.06B | 1,400% |
| Annual Yield % from dividends | 1.65 | 1.08 | 153% |
| Returns for 1 year | 1.83 | -6.67 | -27% |
| Returns for 3 years | 19.38 | -5.44 | -356% |
| Returns for 5 years | 86.94 | 150.80 | 58% |
| Returns for 10 years | 30.89 | N/A | - |
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