Ad is loading...
DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.23B
WPG Partners Small Cap Value Div Fund
Price$16.51
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets26.98M
DFFVX vs WPGTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. WPGTX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.2B vs. WPGTX (27M). DFFVX pays higher dividends than WPGTX: DFFVX (1.63) vs WPGTX (0.84). 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 : -3.30 vs. WPGTX (-13.59). DFFVX return over 5 years is better than : 105.39 vs. WPGTX (71.67).
| 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 | -14.553 | -15.476 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 27M | 41,481% |
| Annual Yield % from dividends | 1.63 | 0.84 | 195% |
| Returns for 1 year | -3.30 | -13.59 | 24% |
| Returns for 3 years | 1.74 | -22.74 | -8% |
| Returns for 5 years | 105.39 | 71.67 | 147% |
| Returns for 10 years | 33.70 | -2.08 | -1,618% |
View a ticker or compare two or three
VS
VS
Ad is loading...