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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
North Star Small Cap Value Institutional
Price$14.71
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets33.33M
DFSVX vs WFICX Comparison Chart
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DFSVX vs. WFICX commentary
Jan 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 Hold and WFICX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WFICX (33.3M). 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 : 17.38 vs. WFICX (7.29). DFSVX return over 5 years is better than : 51.83 vs. WFICX (-24.54).
| 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 | 2.948 | 2.366 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 33.3M | 50,450% |
| Annual Yield % from dividends | 1.44 | 0.29 | 500% |
| Returns for 1 year | 17.38 | 7.29 | 238% |
| Returns for 3 years | 16.94 | -22.15 | -76% |
| Returns for 5 years | 51.83 | -24.54 | -211% |
| Returns for 10 years | 57.77 | N/A | - |
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