Interact to see
Advertisement
Advertisement
DFSVX vs WPGSX
DFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
WPG Partners Select Small Cap Value Ins
Price$11.12
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets169.94M
DFSVX vs WPGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. WPGSX (170M). DFSVX pays higher dividends than WPGSX: DFSVX (1.69) vs WPGSX (0.09). DFSVX was incepted earlier than WPGSX: DFSVX (33 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than DFSVX (0.31). WPGSX is a more actively managed with annual turnover of: 160.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WPGSX: DFSVX (0) vs WPGSX (100000). DFSVX annual gain was more profitable for investors over the last year : -3.00 vs. WPGSX (-8.71).
| DFSVX | WPGSX | DFSVX / WPGSX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 1.159 | 0.179 | 648% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 170M | 9,235% |
| Annual Yield % from dividends | 1.69 | 0.09 | 1,961% |
| Returns for 1 year | -3.00 | -8.71 | 34% |
| Returns for 3 years | 17.38 | 11.19 | 155% |
| Returns for 5 years | 61.32 | N/A | - |
| Returns for 10 years | 53.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BZQ | 8.12 | 0.10 | +1.18% |
| ProShares UltraShort MSCI Brazil Capped | |||
| DFNL | 44.60 | 0.03 | +0.06% |
| Davis Select Financial ETF | |||
| PXH | 25.66 | -0.14 | -0.52% |
| Invesco RAFI Emerging Markets ETF | |||
| BIB | 76.39 | -1.52 | -1.95% |
| ProShares Ultra Nasdaq Biotechnology | |||
| BCOR | 26.54 | -0.66 | -2.44% |
| Grayscale Bitcoin Adopters ETF | |||