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DFFVX vs WSCVX
DFFVX vs WSCVX Comparison
Open Charts DFFVX vs WSCVX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
North Star Small Cap Value Investor
Price$13.95
Change+$0.14 (+1.01%)
VolumeN/A
Net Assets28.72M
DFFVX vs WSCVX Comparison Chart
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DFFVX vs. WSCVX commentary
Jun 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: 12.5B vs. WSCVX (28.7M). DFFVX pays higher dividends than WSCVX: DFFVX (1.62) vs WSCVX (0.00). DFFVX was incepted earlier than WSCVX: DFFVX (25 years) vs WSCVX (17 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 : 3.08 vs. WSCVX (-11.47). DFFVX return over 5 years is better than : 79.52 vs. WSCVX (-15.60).
| DFFVX | WSCVX | DFFVX / WSCVX | |
| Total Expense Ratio | 0.29 | 1.22 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.82 | 16% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -4.530 | -4.164 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 28.7M | 43,554% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 3.08 | -11.47 | -27% |
| Returns for 3 years | 11.76 | -20.73 | -57% |
| Returns for 5 years | 79.52 | -15.60 | -510% |
| Returns for 10 years | 50.14 | -35.83 | -140% |
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