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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
Wilshire Small Company Value Instl
Price$24.01
Change-$0.73 (-2.95%)
VolumeN/A
Net Assets22.39M
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
May 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 Buy and WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. WSMVX (22.4M). DFFVX (1.71) and WSMVX (1.71) have matching dividends . DFFVX was incepted earlier than WSMVX: DFFVX (25 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 : -1.47 vs. WSMVX (-7.43). DFFVX return over 5 years is better than : 108.13 vs. WSMVX (64.27).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.70 | 18% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | -6.926 | -5.247 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 22.4M | 55,357% |
| Annual Yield % from dividends | 1.71 | 1.71 | 100% |
| Returns for 1 year | -1.47 | -7.43 | 20% |
| Returns for 3 years | 17.12 | 0.05 | 32,639% |
| Returns for 5 years | 108.13 | 64.27 | 168% |
| Returns for 10 years | 44.83 | 10.23 | 438% |
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