DFSVX
Price
$48.33
Change
+$0.14 (+0.29%)
Updated
Dec 23 closing price
WPGTX
Price
$19.25
Change
+$0.05 (+0.26%)
Updated
Dec 23 closing price
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DFSVX vs WPGTX

Header iconDFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTXBanner chart's image
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$19.25
Change+$0.05 (+0.26%)
VolumeN/A
CapitalizationN/A
DFSVX vs WPGTX Comparison Chart
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DFSVX vs. WPGTX commentary
Dec 24, 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 Hold and WPGTX is a Hold.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. WPGTX (32.6M). 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 : 8.81 vs. WPGTX (4.62). DFSVX return over 5 years is better than : 46.64 vs. WPGTX (33.21).
DFSVXWPGTXDFSVX / WPGTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years53 years-
Gain YTD9.1714.278214%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B32.6M50,000%
Annual Yield % from dividends1.441.00144%
Returns for 1 year8.814.62191%
Returns for 3 years16.520.672,467%
Returns for 5 years46.6433.21140%
Returns for 10 years44.4219.97222%
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