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DFSVX vs WPGSX
DFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
WPG Partners Select Small Cap Value Ins
Price$11.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets194.82M
DFSVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. WPGSX (195M). DFSVX pays higher dividends than WPGSX: DFSVX (1.66) vs WPGSX (0.08). 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 : 0.38 vs. WPGSX (-5.00).
| 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 | 2.475 | 1.877 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 195M | 8,154% |
| Annual Yield % from dividends | 1.66 | 0.08 | 1,975% |
| Returns for 1 year | 0.38 | -5.00 | -8% |
| Returns for 3 years | 28.43 | 22.89 | 124% |
| Returns for 5 years | 80.47 | N/A | - |
| Returns for 10 years | 55.60 | N/A | - |
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