DFFVX
Price
$35.41
Change
+$0.16 (+0.45%)
Updated
Jan 17 closing price
Net Assets
13.8B
WPGTX
Price
$19.79
Change
+$0.04 (+0.20%)
Updated
Jan 17 closing price
Net Assets
33.29M
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DFFVX vs WPGTX

Header iconDFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTXBanner chart's image
DFA US Targeted Value I
Price$35.41
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets13.8B
WPG Partners Small Cap Value Div Fund
Price$19.79
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets33.29M
DFFVX vs WPGTX Comparison Chart
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DFFVX vs. WPGTX commentary
Jan 19, 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 Hold and WPGTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. WPGTX (33.3M). DFFVX pays higher dividends than WPGTX: DFFVX (1.37) vs WPGTX (1.00). DFFVX was incepted earlier than WPGTX: DFFVX (25 years) vs WPGTX (53 years). WPGTX is a more actively managed with annual turnover of: 90.00 vs. DFFVX (20.00). 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 : 17.82 vs. WPGTX (10.22). DFFVX return over 5 years is better than : 58.83 vs. WPGTX (37.11).
DFFVXWPGTXDFFVX / WPGTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years53 years-
Gain YTD3.0262.433124%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.8B33.3M41,441%
Annual Yield % from dividends1.371.00138%
Returns for 1 year17.8210.22174%
Returns for 3 years19.62-1.73-1,134%
Returns for 5 years58.8337.11158%
Returns for 10 years76.8331.11247%
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