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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$37.09
Change+$0.61 (+1.67%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$30.69
Change+$0.54 (+1.79%)
VolumeN/A
CapitalizationN/A
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
Nov 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 Buy and WSMVX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.3B vs. WSMVX (27.5M). 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 : 28.79 vs. WSMVX (24.43). DFFVX return over 5 years is better than : 67.49 vs. WSMVX (42.85).
| 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 | 15.672 | 14.508 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 27.5M | 52,000% |
| Annual Yield % from dividends | 1.37 | 0.35 | 396% |
| Returns for 1 year | 28.79 | 24.43 | 118% |
| Returns for 3 years | 14.22 | 3.67 | 388% |
| Returns for 5 years | 67.49 | 42.85 | 157% |
| Returns for 10 years | 63.22 | 23.70 | 267% |
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