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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$19.07
Change-$0.74 (-3.74%)
VolumeN/A
CapitalizationN/A
DFFVX vs WPGTX Comparison Chart
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DFFVX vs. WPGTX commentary
Dec 19, 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. WPGTX (33.6M). 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 : 15.38 vs. WPGTX (9.78). DFFVX return over 5 years is better than : 60.26 vs. WPGTX (37.44).
| 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 | 13.033 | 7.591 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 33.6M | 41,667% |
| Annual Yield % from dividends | 1.37 | 1.00 | 138% |
| Returns for 1 year | 15.38 | 9.78 | 157% |
| Returns for 3 years | 26.84 | 5.44 | 494% |
| Returns for 5 years | 60.26 | 37.44 | 161% |
| Returns for 10 years | 71.11 | 25.64 | 277% |
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