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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$34.26
Change-$0.16 (-0.46%)
VolumeN/A
Net Assets13.19B
WPG Partners Small Cap Value Div Fund
Price$19.28
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets31.49M
DFFVX vs WPGTX Comparison Chart in %
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DFFVX vs. WPGTX commentary
Jul 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. WPGTX (31.5M). DFFVX pays higher dividends than WPGTX: DFFVX (1.63) vs WPGTX (0.79). 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 : 1.83 vs. WPGTX (-6.56). DFFVX return over 5 years is better than : 105.89 vs. WPGTX (79.02).
| 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 | 1.068 | 0.621 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 31.5M | 41,905% |
| Annual Yield % from dividends | 1.63 | 0.79 | 207% |
| Returns for 1 year | 1.83 | -6.56 | -28% |
| Returns for 3 years | 35.97 | 5.89 | 610% |
| Returns for 5 years | 105.89 | 79.02 | 134% |
| Returns for 10 years | 62.26 | 24.49 | 254% |
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