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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.89B
WPG Partners Small Cap Value Div Fund
Price$19.28
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets31.49M
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Jul 20, 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: 15.9B vs. WPGTX (31.5M). DFSVX pays higher dividends than WPGTX: DFSVX (1.67) vs WPGTX (0.79). 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 : -0.60 vs. WPGTX (-6.56). DFSVX return over 5 years is better than : 95.10 vs. WPGTX (79.02).
| 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 | -0.118 | 0.621 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 31.5M | 50,476% |
| Annual Yield % from dividends | 1.67 | 0.79 | 211% |
| Returns for 1 year | -0.60 | -6.56 | 9% |
| Returns for 3 years | 31.39 | 5.89 | 533% |
| Returns for 5 years | 95.10 | 79.02 | 120% |
| Returns for 10 years | 44.79 | 24.49 | 183% |
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