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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Institutional
Price$16.18
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
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DFSVX vs WFICX Comparison Chart
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DFSVX vs. WFICX commentary
Sep 21, 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 StrongBuy and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. WFICX (35.6M). 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 : 22.84 vs. WFICX (12.35). DFSVX return over 5 years is better than : 55.21 vs. WFICX (-11.19).
| 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 | 8.788 | 11.050 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 35.6M | 46,910% |
| Annual Yield % from dividends | 1.44 | 0.29 | 500% |
| Returns for 1 year | 22.84 | 12.35 | 185% |
| Returns for 3 years | 17.09 | -31.52 | -54% |
| Returns for 5 years | 55.21 | -11.19 | -493% |
| Returns for 10 years | 44.49 | N/A | - |
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