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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$35.62
Change-$0.24 (-0.67%)
VolumeN/A
Net Assets13.91B
Wilshire Small Company Value Instl
Price$26.97
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets26.03M
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
Jan 23, 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. WSMVX (26M). DFFVX pays higher dividends than WSMVX: DFFVX (1.37) vs WSMVX (0.35). DFFVX was incepted earlier than WSMVX: DFFVX (25 years) vs WSMVX (29 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 : 16.12 vs. WSMVX (6.73). DFFVX return over 5 years is better than : 64.57 vs. WSMVX (27.39).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 3.637 | 3.294 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 26M | 53,462% |
| Annual Yield % from dividends | 1.37 | 0.35 | 396% |
| Returns for 1 year | 16.12 | 6.73 | 240% |
| Returns for 3 years | 27.43 | 0.65 | 4,218% |
| Returns for 5 years | 64.57 | 27.39 | 236% |
| Returns for 10 years | 74.41 | 25.50 | 292% |
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