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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$41.33
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets13.74B
North Star Small Cap Value Investor
Price$12.77
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets27.06M
DFSVX vs WSCVX Comparison Chart
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DFSVX vs. WSCVX commentary
Apr 24, 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: 13.7B vs. WSCVX (27.1M). DFSVX pays higher dividends than WSCVX: DFSVX (1.65) 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 : -8.03 vs. WSCVX (-17.11). DFSVX return over 5 years is better than : 95.08 vs. WSCVX (-4.72).
| 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 | -15.444 | -11.936 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 27.1M | 50,554% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -8.03 | -17.11 | 47% |
| Returns for 3 years | 0.80 | -26.58 | -3% |
| Returns for 5 years | 95.08 | -4.72 | -2,013% |
| Returns for 10 years | 19.34 | -42.47 | -46% |
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