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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$44.09
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets14.82B
North Star Small Cap Value Investor
Price$13.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets29.7M
DFSVX vs WSCVX Comparison Chart
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DFSVX vs. WSCVX commentary
Mar 13, 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: 14.8B vs. WSCVX (29.7M). DFSVX pays higher dividends than WSCVX: DFSVX (1.51) vs WSCVX (0.00). DFSVX was incepted earlier than WSCVX: DFSVX (32 years) vs WSCVX (17 years). WSCVX (1.88) 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 : -0.69 vs. WSCVX (-9.12). DFSVX return over 5 years is better than : 102.87 vs. WSCVX (-0.48).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.88 | 16% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -9.112 | -5.968 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 29.7M | 49,832% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -0.69 | -9.12 | 8% |
| Returns for 3 years | 6.85 | -25.63 | -27% |
| Returns for 5 years | 102.87 | -0.48 | -21,653% |
| Returns for 10 years | 31.83 | -37.01 | -86% |
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