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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
WPG Partners Small Cap Value Div Fund
Price$18.57
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets30.15M
DFSVX vs WPGTX Comparison Chart
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DFSVX vs. WPGTX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. WPGTX (30.1M). DFSVX pays higher dividends than WPGTX: DFSVX (1.65) vs WPGTX (0.82). 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 : 0.94 vs. WPGTX (-7.04). DFSVX return over 5 years is better than : 68.62 vs. WPGTX (53.85).
| 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 | -6.110 | -4.814 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 30.1M | 49,169% |
| Annual Yield % from dividends | 1.65 | 0.82 | 200% |
| Returns for 1 year | 0.94 | -7.04 | -13% |
| Returns for 3 years | 7.43 | -14.65 | -51% |
| Returns for 5 years | 68.62 | 53.85 | 127% |
| Returns for 10 years | 33.33 | 15.87 | 210% |
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