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DFSVX vs WPGSX
DFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
WPG Partners Select Small Cap Value Ins
Price$11.33
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets190.07M
DFSVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WPGSX (190M). DFSVX pays higher dividends than WPGSX: DFSVX (1.52) 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 : 11.40 vs. WPGSX (-2.58).
| 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 | 6.765 | 1.251 | 541% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 190M | 8,842% |
| Annual Yield % from dividends | 1.52 | 0.09 | 1,740% |
| Returns for 1 year | 11.40 | -2.58 | -441% |
| Returns for 3 years | 35.36 | 24.14 | 147% |
| Returns for 5 years | 94.21 | N/A | - |
| Returns for 10 years | 64.86 | N/A | - |
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