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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$26.45
Change+$0.17 (+0.65%)
VolumeN/A
CapitalizationN/A
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
Dec 23, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. WSMVX (25.2M). DFFVX pays higher dividends than WSMVX: DFFVX (1.37) vs WSMVX (0.35). DFFVX was incepted earlier than WSMVX: DFFVX (25 years) vs WSMVX (28 years). WSMVX is a more actively managed with annual turnover of: 65.00 vs. DFFVX (20.00). 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 : 9.08 vs. WSMVX (0.75). DFFVX return over 5 years is better than : 54.06 vs. WSMVX (19.94).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 8.802 | 0.456 | 1,931% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 25.2M | 53,571% |
| Annual Yield % from dividends | 1.37 | 0.35 | 396% |
| Returns for 1 year | 9.08 | 0.75 | 1,215% |
| Returns for 3 years | 20.92 | -4.89 | -427% |
| Returns for 5 years | 54.06 | 19.94 | 271% |
| Returns for 10 years | 62.99 | 18.92 | 333% |
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