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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
WPG Partners Small Cap Value Div Fund
Price$18.97
Change-$0.46 (-2.37%)
VolumeN/A
Net Assets31.95M
DFFVX vs WPGTX Comparison Chart
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DFFVX vs. WPGTX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. WPGTX (31.9M). 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 : 10.28 vs. WPGTX (0.64). DFFVX return over 5 years is better than : 59.88 vs. WPGTX (39.88).
| 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 | -0.786 | -1.812 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 31.9M | 41,379% |
| Annual Yield % from dividends | 1.37 | 1.00 | 138% |
| Returns for 1 year | 10.28 | 0.64 | 1,602% |
| Returns for 3 years | 20.19 | -3.55 | -568% |
| Returns for 5 years | 59.88 | 39.88 | 150% |
| Returns for 10 years | 57.95 | 18.04 | 321% |
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