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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.49B
North Star Small Cap Value Institutional
Price$12.65
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets27.04M
DFSVX vs WFICX Comparison Chart
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DFSVX vs. WFICX commentary
Apr 19, 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: 13.5B vs. WFICX (27M). 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 (1.73) 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 : -5.30 vs. WFICX (-14.35). DFSVX return over 5 years is better than : 92.30 vs. WFICX (-4.01).
| DFSVX | WFICX | DFSVX / WFICX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.73 | 18% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -16.002 | -11.969 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 27M | 50,000% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -5.30 | -14.35 | 37% |
| Returns for 3 years | -1.94 | -27.10 | 7% |
| Returns for 5 years | 92.30 | -4.01 | -2,304% |
| Returns for 10 years | 18.26 | N/A | - |
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