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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$50.17
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets16.49B
North Star Small Cap Value Investor
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets31.57M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Oct 01, 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 WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. WSCVX (31.6M). DFSVX pays higher dividends than WSCVX: DFSVX (1.52) vs WSCVX (0.00). DFSVX was incepted earlier than WSCVX: DFSVX (33 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than DFSVX (0.31). WSCVX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WSCVX: DFSVX (0) vs WSCVX (2500). DFSVX annual gain was more profitable for investors over the last year : 6.15 vs. WSCVX (-0.93). DFSVX return over 5 years is better than : 104.19 vs. WSCVX (4.58).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.82 | 17% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 5.663 | 10.895 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 31.6M | 52,215% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 6.15 | -0.93 | -662% |
| Returns for 3 years | 44.46 | 4.35 | 1,021% |
| Returns for 5 years | 104.19 | 4.58 | 2,273% |
| Returns for 10 years | 69.65 | -16.02 | -435% |
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