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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
WPG Partners Small Cap Value Div Fund
Price$18.57
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets30.15M
DFFVX vs WPGTX Comparison Chart
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DFFVX vs. WPGTX commentary
Jun 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 DFFVX is a Buy and WPGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. WPGTX (30.1M). DFFVX pays higher dividends than WPGTX: DFFVX (1.62) vs WPGTX (0.82). DFFVX was incepted earlier than WPGTX: DFFVX (25 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than DFFVX (0.30). WPGTX is a more actively managed with annual turnover of: 74.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WPGTX: DFFVX (0) vs WPGTX (100000). DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. WPGTX (-7.04). DFFVX return over 5 years is better than : 79.52 vs. WPGTX (53.85).
| DFFVX | WPGTX | DFFVX / WPGTX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.27 | 24% |
| Fund Existence | 25 years | 53 years | - |
| Gain YTD | -4.530 | -4.814 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 30.1M | 41,528% |
| Annual Yield % from dividends | 1.62 | 0.82 | 196% |
| Returns for 1 year | 3.08 | -7.04 | -44% |
| Returns for 3 years | 11.76 | -14.65 | -80% |
| Returns for 5 years | 79.52 | 53.85 | 148% |
| Returns for 10 years | 50.14 | 15.87 | 316% |
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