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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
WPG Partners Small Cap Value Div Fund
Price$17.85
Change+$0.31 (+1.77%)
VolumeN/A
Net Assets28.86M
DFFVX vs WPGTX Comparison Chart
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DFFVX vs. WPGTX commentary
May 09, 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: 12B vs. WPGTX (28.9M). DFFVX pays higher dividends than WPGTX: DFFVX (1.71) vs WPGTX (0.87). 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 : -1.46 vs. WPGTX (-11.20). DFFVX return over 5 years is better than : 105.40 vs. WPGTX (70.98).
| 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 | -7.744 | -9.213 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 28.9M | 41,522% |
| Annual Yield % from dividends | 1.71 | 0.87 | 197% |
| Returns for 1 year | -1.46 | -11.20 | 13% |
| Returns for 3 years | 17.38 | -9.01 | -193% |
| Returns for 5 years | 105.40 | 70.98 | 148% |
| Returns for 10 years | 45.11 | 9.99 | 452% |
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