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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets16.25B
North Star Small Cap Value Institutional
Price$14.25
Change-$0.27 (-1.86%)
VolumeN/A
Net Assets32.26M
DFSVX vs WFICX Comparison Chart
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DFSVX vs. WFICX commentary
Feb 22, 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 Hold and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. WFICX (32.3M). 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 : 12.38 vs. WFICX (1.39). DFSVX return over 5 years is better than : 55.86 vs. WFICX (-22.08).
| 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 | 0.804 | 1.601 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 32.3M | 50,155% |
| Annual Yield % from dividends | 1.44 | 0.29 | 500% |
| Returns for 1 year | 12.38 | 1.39 | 892% |
| Returns for 3 years | 18.09 | -19.49 | -93% |
| Returns for 5 years | 55.86 | -22.08 | -253% |
| Returns for 10 years | 46.08 | N/A | - |
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