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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Institutional
Price$17.11
Change-$0.11 (-0.64%)
VolumeN/A
CapitalizationN/A
DFSVX vs WFICX Comparison Chart
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DFSVX vs. WFICX commentary
Nov 13, 2024
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 DFSVX is a Buy and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. WFICX (36.5M). DFSVX pays higher dividends than WFICX: DFSVX (1.44) vs WFICX (0.29). DFSVX was incepted earlier than WFICX: DFSVX (32 years) vs WFICX (6 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. WFICX (6.00). DFSVX has a lower initial minimum investment than WFICX: DFSVX (0) vs WFICX (100000). DFSVX annual gain was more profitable for investors over the last year : 33.78 vs. WFICX (21.33). DFSVX return over 5 years is better than : 60.38 vs. WFICX (-9.83).
| DFSVX | WFICX | DFSVX / WFICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 16.702 | 17.433 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 36.5M | 49,315% |
| Annual Yield % from dividends | 1.44 | 0.29 | 500% |
| Returns for 1 year | 33.78 | 21.33 | 158% |
| Returns for 3 years | 9.15 | -36.95 | -25% |
| Returns for 5 years | 60.38 | -9.83 | -614% |
| Returns for 10 years | 50.61 | N/A | - |
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