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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
Wilshire Small Company Value Instl
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets21.15M
DFFVX vs WSMVX Comparison Chart in %
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DFFVX vs. WSMVX commentary
Nov 20, 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: 13.1B vs. WSMVX (21.2M). DFFVX pays higher dividends than WSMVX: DFFVX (1.72) vs WSMVX (1.44). DFFVX was incepted earlier than WSMVX: DFFVX (26 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 : -1.70 vs. WSMVX (-8.35). DFFVX return over 5 years is better than : 68.21 vs. WSMVX (32.42).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.70 | 18% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 2.139 | 2.451 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 21.2M | 61,792% |
| Annual Yield % from dividends | 1.72 | 1.44 | 119% |
| Returns for 1 year | -1.70 | -8.35 | 20% |
| Returns for 3 years | 22.27 | 1.50 | 1,485% |
| Returns for 5 years | 68.21 | 32.42 | 210% |
| Returns for 10 years | 69.90 | 22.69 | 308% |
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