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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Wilshire Small Company Value Instl
Price$25.89
Change-$0.68 (-2.56%)
VolumeN/A
Net Assets24.37M
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
Feb 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: 13.2B vs. WSMVX (24.4M). 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 : 10.28 vs. WSMVX (2.61). DFFVX return over 5 years is better than : 59.88 vs. WSMVX (24.58).
| 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 | -0.786 | -0.843 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 24.4M | 54,098% |
| Annual Yield % from dividends | 1.37 | 0.35 | 396% |
| Returns for 1 year | 10.28 | 2.61 | 394% |
| Returns for 3 years | 20.19 | -3.87 | -521% |
| Returns for 5 years | 59.88 | 24.58 | 244% |
| Returns for 10 years | 57.95 | 16.82 | 344% |
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