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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
North Star Small Cap Value Investor
Price$15.87
Change+$0.26 (+1.67%)
VolumeN/A
Net Assets31.6M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Sep 07, 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 WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B 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 : 11.40 vs. WSCVX (2.85). DFSVX return over 5 years is better than : 94.21 vs. WSCVX (-1.71).
| 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 | 6.765 | 10.132 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 31.6M | 53,165% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 11.40 | 2.85 | 400% |
| Returns for 3 years | 35.36 | -1.97 | -1,796% |
| Returns for 5 years | 94.21 | -1.71 | -5,502% |
| Returns for 10 years | 64.86 | -19.18 | -338% |
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