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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
WPG Partners Small Cap Value Div Fund
Price$17.85
Change+$0.31 (+1.77%)
VolumeN/A
Net Assets28.86M
DFSVX vs WPGTX Comparison Chart
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DFSVX vs. WPGTX commentary
May 09, 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: 14.2B vs. WPGTX (28.9M). DFSVX pays higher dividends than WPGTX: DFSVX (1.75) vs WPGTX (0.87). 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 : -3.50 vs. WPGTX (-11.20). DFSVX return over 5 years is better than : 92.33 vs. WPGTX (70.98).
| 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 | -9.256 | -9.213 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 28.9M | 49,135% |
| Annual Yield % from dividends | 1.75 | 0.87 | 201% |
| Returns for 1 year | -3.50 | -11.20 | 31% |
| Returns for 3 years | 13.02 | -9.01 | -144% |
| Returns for 5 years | 92.33 | 70.98 | 130% |
| Returns for 10 years | 28.50 | 9.99 | 285% |
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