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DFSTX vs WMKSX
DFSTX vs WMKSX Comparison
Open Charts DFSTX vs WMKSX
WesMark Small Company Fund
Price$17.91
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets158.73M
DFSTX vs WMKSX Comparison Chart in %
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DFSTX vs. WMKSX commentary
Oct 06, 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 WMKSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. WMKSX (159M). DFSTX pays higher dividends than WMKSX: DFSTX (1.07) vs WMKSX (0.00). DFSTX was incepted earlier than WMKSX: DFSTX (34 years) vs WMKSX (32 years). WMKSX (1.23) is less costly to investors than DFSTX (0.28). WMKSX is a more actively managed with annual turnover of: 26.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than WMKSX: DFSTX (0) vs WMKSX (1000). WMKSX annual gain was more profitable for investors over the last year : 21.10 vs. DFSTX (9.92). DFSTX return over 5 years is better than : 76.40 vs. WMKSX (28.75).
| DFSTX | WMKSX | DFSTX / WMKSX | |
| Total Expense Ratio | 0.27 | 1.23 | 22% |
| Annual Report Gross Expense Ratio | 0.28 | 1.23 | 23% |
| Fund Existence | 34 years | 32 years | - |
| Gain YTD | 7.119 | 16.148 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 159M | 10,818% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 9.92 | 21.10 | 47% |
| Returns for 3 years | 37.19 | 44.83 | 83% |
| Returns for 5 years | 76.40 | 28.75 | 266% |
| Returns for 10 years | 82.01 | 33.71 | 243% |
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