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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$45.71
Change+$0.51 (+1.13%)
VolumeN/A
Net Assets14.92B
North Star Small Cap Value Institutional
Price$13.96
Change+$0.16 (+1.16%)
VolumeN/A
Net Assets28.7M
DFSVX vs WFICX Comparison Chart in %
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DFSVX vs. WFICX commentary
Jun 18, 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 DFSVX is a Buy and WFICX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. WFICX (28.7M). DFSVX pays higher dividends than WFICX: DFSVX (1.65) vs WFICX (0.00). DFSVX was incepted earlier than WFICX: DFSVX (32 years) vs WFICX (6 years). WFICX (1.57) is less costly to investors than DFSVX (0.31). WFICX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (12.00). 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 : 4.70 vs. WFICX (-9.03). DFSVX return over 5 years is better than : 85.91 vs. WFICX (-6.70).
| DFSVX | WFICX | DFSVX / WFICX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.57 | 20% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -5.407 | -3.967 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 28.7M | 51,916% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 4.70 | -9.03 | -52% |
| Returns for 3 years | 26.59 | -9.02 | -295% |
| Returns for 5 years | 85.91 | -6.70 | -1,282% |
| Returns for 10 years | 31.90 | N/A | - |
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