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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$20.96
Change-$0.20 (-0.95%)
VolumeN/A
CapitalizationN/A
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DFSVX vs WPGTX Comparison Chart
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DFSVX vs. WPGTX commentary
Sep 21, 2024
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: 16.7B vs. WPGTX (33.7M). DFSVX pays higher dividends than WPGTX: DFSVX (1.44) vs WPGTX (1.00). DFSVX was incepted earlier than WPGTX: DFSVX (32 years) vs WPGTX (53 years). WPGTX is a more actively managed with annual turnover of: 90.00 vs. DFSVX (25.00). 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 : 19.84 vs. WPGTX (15.24). DFSVX (53.86) and WPGTX (53.84) have equivalent 5 years return.
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 53 years | - |
| Gain YTD | 7.846 | 12.237 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 33.7M | 49,555% |
| Annual Yield % from dividends | 1.44 | 1.00 | 144% |
| Returns for 1 year | 19.84 | 15.24 | 130% |
| Returns for 3 years | 13.38 | 11.27 | 119% |
| Returns for 5 years | 53.86 | 53.84 | 100% |
| Returns for 10 years | 39.64 | 10.39 | 382% |
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