DFSTX
Price
$51.92
Change
+$1.16 (+2.29%)
Updated
Nov 25 closing price
Net Assets
16.67B
WMCVX
Price
$9.47
Change
+$0.21 (+2.27%)
Updated
Nov 25 closing price
Net Assets
1.41B
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DFSTX vs WMCVX

Header iconDFSTX vs WMCVX Comparison
Open Charts DFSTX vs WMCVXBanner chart's image
DFA US Small Cap I
Price$51.92
Change+$1.16 (+2.29%)
VolumeN/A
Net Assets16.67B
Wasatch Small Cap Value
Price$9.47
Change+$0.21 (+2.27%)
VolumeN/A
Net Assets1.41B
DFSTX vs WMCVX Comparison Chart in %
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DFSTX vs. WMCVX commentary
Nov 26, 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 DFSTX is a Buy and WMCVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.7B vs. WMCVX (1.41B). DFSTX pays higher dividends than WMCVX: DFSTX (1.08) vs WMCVX (0.06). DFSTX was incepted earlier than WMCVX: DFSTX (34 years) vs WMCVX (28 years). WMCVX (1.18) is less costly to investors than DFSTX (0.28). WMCVX is a more actively managed with annual turnover of: 69.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WMCVX: DFSTX (0) vs WMCVX (2000). DFSTX annual gain was more profitable for investors over the last year : -1.94 vs. WMCVX (-25.16). DFSTX return over 5 years is better than : 48.31 vs. WMCVX (9.96).
DFSTXWMCVXDFSTX / WMCVX
Total Expense Ratio0.271.1823%
Annual Report Gross Expense Ratio0.281.1824%
Fund Existence34 years28 years-
Gain YTD7.037-4.053-174%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.7B1.41B1,187%
Annual Yield % from dividends1.080.061,745%
Returns for 1 year-1.94-25.168%
Returns for 3 years25.917.31355%
Returns for 5 years48.319.96485%
Returns for 10 years71.8554.05133%
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