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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$20.96
Change-$0.20 (-0.95%)
VolumeN/A
CapitalizationN/A
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DFFVX vs WPGTX Comparison Chart
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DFFVX vs. WPGTX commentary
Sep 21, 2024
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: 13.8B vs. WPGTX (33.7M). 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 : 19.37 vs. WPGTX (15.24). DFFVX return over 5 years is better than : 58.07 vs. WPGTX (53.84).
| DFFVX | WPGTX | DFFVX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 53 years | - |
| Gain YTD | 6.598 | 12.237 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 33.7M | 40,950% |
| Annual Yield % from dividends | 1.37 | 1.00 | 138% |
| Returns for 1 year | 19.37 | 15.24 | 127% |
| Returns for 3 years | 16.04 | 11.27 | 142% |
| Returns for 5 years | 58.07 | 53.84 | 108% |
| Returns for 10 years | 50.68 | 10.39 | 488% |
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