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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$48.29
Change-$0.78 (-1.59%)
VolumeN/A
Net Assets16.3B
North Star Small Cap Value Investor
Price$14.81
Change-$0.18 (-1.20%)
VolumeN/A
Net Assets30.66M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Jul 26, 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: 16.3B vs. WSCVX (30.7M). DFSVX pays higher dividends than WSCVX: DFSVX (1.67) 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 : 1.87 vs. WSCVX (-7.87). DFSVX return over 5 years is better than : 93.33 vs. WSCVX (-1.58).
| 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 | 0.422 | 4.025 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 30.7M | 53,094% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 1.87 | -7.87 | -24% |
| Returns for 3 years | 25.95 | -9.14 | -284% |
| Returns for 5 years | 93.33 | -1.58 | -5,915% |
| Returns for 10 years | 51.39 | -26.28 | -196% |
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