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DFFVX vs WSCVX
DFFVX vs WSCVX Comparison
Open Charts DFFVX vs WSCVX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$16.23
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
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DFFVX vs WSCVX Comparison Chart
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DFFVX vs. WSCVX commentary
Sep 21, 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 Buy and WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. WSCVX (35.6M). DFFVX pays higher dividends than WSCVX: DFFVX (1.37) vs WSCVX (0.16). DFFVX was incepted earlier than WSCVX: DFFVX (25 years) vs WSCVX (17 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. WSCVX (6.00). DFFVX has a lower initial minimum investment than WSCVX: DFFVX (0) vs WSCVX (2500). DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. WSCVX (8.97). DFFVX return over 5 years is better than : 58.07 vs. WSCVX (-13.19).
| DFFVX | WSCVX | DFFVX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 6.598 | 9.426 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 35.6M | 38,764% |
| Annual Yield % from dividends | 1.37 | 0.16 | 846% |
| Returns for 1 year | 19.37 | 8.97 | 216% |
| Returns for 3 years | 16.04 | -34.03 | -47% |
| Returns for 5 years | 58.07 | -13.19 | -440% |
| Returns for 10 years | 50.68 | -33.90 | -149% |
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