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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$28.91
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets11.09B
Wilshire Small Company Value Instl
Price$21.87
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets19.8M
DFFVX vs WSMVX Comparison Chart
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DFFVX vs. WSMVX commentary
Apr 12, 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: 11.1B vs. WSMVX (19.8M). WSMVX (1.64) and DFFVX (1.63) have matching dividends . DFFVX was incepted earlier than WSMVX: DFFVX (25 years) vs WSMVX (29 years). WSMVX (1.72) is less costly to investors than DFFVX (0.30). WSMVX is a more actively managed with annual turnover of: 65.00 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 : -8.07 vs. WSMVX (-16.10). DFFVX return over 5 years is better than : 95.36 vs. WSMVX (46.06).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.72 | 17% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | -15.518 | -17.158 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 19.8M | 56,061% |
| Annual Yield % from dividends | 1.63 | 1.64 | 99% |
| Returns for 1 year | -8.07 | -16.10 | 50% |
| Returns for 3 years | 2.49 | -18.11 | -14% |
| Returns for 5 years | 95.36 | 46.06 | 207% |
| Returns for 10 years | 32.02 | -5.03 | -637% |
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