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DFFVX vs WPGSX
DFFVX vs WPGSX Comparison
Open Charts DFFVX vs WPGSX
DFA US Targeted Value I
Price$34.74
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.27B
WPG Partners Select Small Cap Value Ins
Price$10.78
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets179.2M
DFFVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. WPGSX (179M). DFFVX pays higher dividends than WPGSX: DFFVX (1.63) vs WPGSX (0.09). DFFVX was incepted earlier than WPGSX: DFFVX (25 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than DFFVX (0.30). WPGSX is a more actively managed with annual turnover of: 160.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WPGSX: DFFVX (0) vs WPGSX (100000). DFFVX annual gain was more profitable for investors over the last year : 3.20 vs. WPGSX (-10.10).
| DFFVX | WPGSX | DFFVX / WPGSX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 2.008 | -3.753 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 179M | 7,430% |
| Annual Yield % from dividends | 1.63 | 0.09 | 1,752% |
| Returns for 1 year | 3.20 | -10.10 | -32% |
| Returns for 3 years | 31.44 | 17.49 | 180% |
| Returns for 5 years | 105.01 | N/A | - |
| Returns for 10 years | 67.93 | N/A | - |
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