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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
WPG Partners Small Cap Value Div Fund
Price$19.97
Change+$0.21 (+1.06%)
VolumeN/A
Net Assets33.26M
DFSVX vs WPGTX Comparison Chart
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DFSVX vs. WPGTX commentary
Jan 31, 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 StrongBuy and WPGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. WPGTX (33.3M). 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 : 17.34 vs. WPGTX (8.25). DFSVX return over 5 years is better than : 64.95 vs. WPGTX (46.65).
| 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 | 4.082 | 2.277 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 33.3M | 50,751% |
| Annual Yield % from dividends | 1.44 | 1.00 | 144% |
| Returns for 1 year | 17.34 | 8.25 | 210% |
| Returns for 3 years | 23.52 | 2.45 | 960% |
| Returns for 5 years | 64.95 | 46.65 | 139% |
| Returns for 10 years | 57.14 | 27.86 | 205% |
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