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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
WPG Partners Small Cap Value Div Fund
Price$16.51
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets26.98M
DFSVX vs WPGTX Comparison Chart
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DFSVX vs. WPGTX commentary
Apr 18, 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. WPGTX (27M). DFSVX pays higher dividends than WPGTX: DFSVX (1.65) vs WPGTX (0.84). DFSVX was incepted earlier than WPGTX: DFSVX (32 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than DFSVX (0.31). WPGTX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WPGTX: DFSVX (0) vs WPGTX (100000). DFSVX annual gain was more profitable for investors over the last year : -5.30 vs. WPGTX (-13.59). DFSVX return over 5 years is better than : 92.30 vs. WPGTX (71.67).
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 32 years | 53 years | - |
| Gain YTD | -16.002 | -15.476 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 27M | 49,259% |
| Annual Yield % from dividends | 1.65 | 0.84 | 198% |
| Returns for 1 year | -5.30 | -13.59 | 39% |
| Returns for 3 years | -1.94 | -22.74 | 9% |
| Returns for 5 years | 92.30 | 71.67 | 129% |
| Returns for 10 years | 18.26 | -2.08 | -876% |
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