Interact to see
Advertisement
Advertisement
DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
North Star Small Cap Value Investor
Price$13.81
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets28.72M
DFSVX vs WSCVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. WSCVX commentary
Jun 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: 14.8B vs. WSCVX (28.7M). 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 (1.82) 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 : 0.94 vs. WSCVX (-12.33). DFSVX return over 5 years is better than : 68.62 vs. WSCVX (-15.73).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.82 | 17% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -6.110 | -4.303 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 28.7M | 51,568% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 0.94 | -12.33 | -8% |
| Returns for 3 years | 7.43 | -20.30 | -37% |
| Returns for 5 years | 68.62 | -15.73 | -436% |
| Returns for 10 years | 33.33 | -35.92 | -93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers