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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets31.15M
DFFVX vs WPGTX Comparison Chart in %
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DFFVX vs. WPGTX commentary
Nov 20, 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: 13.1B vs. WPGTX (31.1M). DFFVX pays higher dividends than WPGTX: DFFVX (1.72) vs WPGTX (0.75). DFFVX was incepted earlier than WPGTX: DFFVX (26 years) vs WPGTX (54 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 : -1.67 vs. WPGTX (-8.06). DFFVX return over 5 years is better than : 68.92 vs. WPGTX (49.12).
| DFFVX | WPGTX | DFFVX / WPGTX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.27 | 24% |
| Fund Existence | 26 years | 54 years | - |
| Gain YTD | 2.050 | 1.087 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 31.1M | 42,122% |
| Annual Yield % from dividends | 1.72 | 0.75 | 229% |
| Returns for 1 year | -1.67 | -8.06 | 21% |
| Returns for 3 years | 22.17 | -4.78 | -464% |
| Returns for 5 years | 68.92 | 49.12 | 140% |
| Returns for 10 years | 69.76 | 35.96 | 194% |
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