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DFFVX vs WSCVX
DFFVX vs WSCVX Comparison
Open Charts DFFVX vs WSCVX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
North Star Small Cap Value Investor
Price$15.87
Change+$0.26 (+1.67%)
VolumeN/A
Net Assets31.6M
DFFVX vs WSCVX Comparison Chart in %
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DFFVX vs. WSCVX commentary
Sep 07, 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 WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. WSCVX (31.6M). DFFVX pays higher dividends than WSCVX: DFFVX (1.50) vs WSCVX (0.00). DFFVX was incepted earlier than WSCVX: DFFVX (26 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than DFFVX (0.30). WSCVX is a more actively managed with annual turnover of: 29.00 vs. DFFVX (7.00). 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 : 13.85 vs. WSCVX (2.85). DFFVX return over 5 years is better than : 105.61 vs. WSCVX (-1.71).
| DFFVX | WSCVX | DFFVX / WSCVX | |
| Total Expense Ratio | 0.29 | 1.22 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.82 | 16% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 8.027 | 10.132 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 31.6M | 43,987% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 13.85 | 2.85 | 486% |
| Returns for 3 years | 40.17 | -1.97 | -2,040% |
| Returns for 5 years | 105.61 | -1.71 | -6,167% |
| Returns for 10 years | 83.26 | -19.18 | -434% |
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