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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$34.74
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.27B
Wilshire Small Company Value Instl
Price$26.74
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets23.35M
DFFVX vs WSMVX Comparison Chart in %
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DFFVX vs. WSMVX commentary
Jul 27, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. WSMVX (23.4M). DFFVX pays higher dividends than WSMVX: DFFVX (1.63) vs WSMVX (1.55). DFFVX was incepted earlier than WSMVX: DFFVX (25 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than DFFVX (0.30). WSMVX is a more actively managed with annual turnover of: 53.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WSMVX: DFFVX (0) vs WSMVX (250000). DFFVX annual gain was more profitable for investors over the last year : 3.20 vs. WSMVX (-5.52). DFFVX return over 5 years is better than : 105.01 vs. WSMVX (62.86).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.70 | 18% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 2.008 | 2.413 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 23.4M | 56,838% |
| Annual Yield % from dividends | 1.63 | 1.55 | 106% |
| Returns for 1 year | 3.20 | -5.52 | -58% |
| Returns for 3 years | 31.44 | 6.79 | 463% |
| Returns for 5 years | 105.01 | 62.86 | 167% |
| Returns for 10 years | 67.93 | 24.76 | 274% |
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