Interact to see
Advertisement
Advertisement
DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets31.15M
DFSVX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. WPGTX commentary
Nov 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. WPGTX (31.1M). DFSVX pays higher dividends than WPGTX: DFSVX (1.69) vs WPGTX (0.75). DFSVX was incepted earlier than WPGTX: DFSVX (33 years) vs WPGTX (54 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 : -3.00 vs. WPGTX (-8.06). DFSVX return over 5 years is better than : 61.32 vs. WPGTX (49.12).
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 33 years | 54 years | - |
| Gain YTD | 1.159 | 1.087 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 31.1M | 50,482% |
| Annual Yield % from dividends | 1.69 | 0.75 | 225% |
| Returns for 1 year | -3.00 | -8.06 | 37% |
| Returns for 3 years | 17.38 | -4.78 | -364% |
| Returns for 5 years | 61.32 | 49.12 | 125% |
| Returns for 10 years | 53.46 | 35.96 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement