DFSTX
Price
$51.36
Change
-$0.60 (-1.15%)
Updated
Oct 7 closing price
Net Assets
17.21B
WMCVX
Price
$9.75
Change
-$0.17 (-1.71%)
Updated
Oct 7 closing price
Net Assets
1.61B
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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$51.36
Change-$0.60 (-1.15%)
VolumeN/A
Net Assets17.21B
Wasatch Small Cap Value
Price$9.75
Change-$0.17 (-1.71%)
VolumeN/A
Net Assets1.61B
DFSTX vs WMCVX Comparison Chart in %
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DFSTX vs. WMCVX commentary
Oct 09, 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 Hold and WMCVX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. WMCVX (1.61B). DFSTX pays higher dividends than WMCVX: DFSTX (1.07) 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 : 8.06 vs. WMCVX (-13.99). DFSTX return over 5 years is better than : 65.12 vs. WMCVX (33.10).
DFSTXWMCVXDFSTX / WMCVX
Total Expense Ratio0.271.1823%
Annual Report Gross Expense Ratio0.281.1824%
Fund Existence34 years28 years-
Gain YTD5.8820.5071,161%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.2B1.61B1,070%
Annual Yield % from dividends1.070.061,770%
Returns for 1 year8.06-13.99-58%
Returns for 3 years40.4129.24138%
Returns for 5 years65.1233.10197%
Returns for 10 years75.0163.49118%
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