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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$14.58
Change-$0.58 (-3.83%)
VolumeN/A
CapitalizationN/A
DFSVX vs WSCVX Comparison Chart
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DFSVX vs. WSCVX commentary
Dec 19, 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 WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. WSCVX (35.3M). DFSVX pays higher dividends than WSCVX: DFSVX (1.44) vs WSCVX (0.16). DFSVX was incepted earlier than WSCVX: DFSVX (32 years) vs WSCVX (17 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. WSCVX (6.00). 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 : 9.08 vs. WSCVX (0.55). DFSVX return over 5 years is better than : 46.31 vs. WSCVX (-25.63).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 8.833 | -0.410 | -2,155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 35.3M | 47,875% |
| Annual Yield % from dividends | 1.44 | 0.16 | 887% |
| Returns for 1 year | 9.08 | 0.55 | 1,645% |
| Returns for 3 years | 19.68 | -42.62 | -46% |
| Returns for 5 years | 46.31 | -25.63 | -181% |
| Returns for 10 years | 46.90 | -40.35 | -116% |
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