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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
Wilshire Small Company Value Instl
Price$24.80
Change-$0.46 (-1.82%)
VolumeN/A
Net Assets22.66M
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
Jun 14, 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: 12.8B vs. WSMVX (22.7M). DFFVX (1.62) and WSMVX (1.62) have matching dividends . 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 : 3.74 vs. WSMVX (-0.93). DFFVX return over 5 years is better than : 98.41 vs. WSMVX (58.05).
| 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 | -5.144 | -3.255 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 22.7M | 56,388% |
| Annual Yield % from dividends | 1.62 | 1.62 | 100% |
| Returns for 1 year | 3.74 | -0.93 | -403% |
| Returns for 3 years | 23.80 | 3.93 | 606% |
| Returns for 5 years | 98.41 | 58.05 | 170% |
| Returns for 10 years | 47.01 | 11.18 | 420% |
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