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DFFVX vs WSCVX
DFFVX vs WSCVX Comparison
Open Charts DFFVX vs WSCVX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$14.58
Change-$0.58 (-3.83%)
VolumeN/A
CapitalizationN/A
DFFVX vs WSCVX Comparison Chart
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DFFVX vs. WSCVX 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 WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. WSCVX (35.3M). 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 : 15.38 vs. WSCVX (0.55). DFFVX return over 5 years is better than : 60.26 vs. WSCVX (-25.63).
| 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 | 13.033 | -0.410 | -3,180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 35.3M | 39,660% |
| Annual Yield % from dividends | 1.37 | 0.16 | 846% |
| Returns for 1 year | 15.38 | 0.55 | 2,788% |
| Returns for 3 years | 26.84 | -42.62 | -63% |
| Returns for 5 years | 60.26 | -25.63 | -235% |
| Returns for 10 years | 71.11 | -40.35 | -176% |
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