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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
North Star Small Cap Value Investor
Price$14.70
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets32.72M
DFSVX vs WSCVX Comparison Chart
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DFSVX vs. WSCVX commentary
Jan 31, 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 StrongBuy and WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. WSCVX (32.7M). DFSVX pays higher dividends than WSCVX: DFSVX (1.44) vs WSCVX (0.16). DFSVX was incepted earlier than WSCVX: DFSVX (32 years) vs WSCVX (17 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. WSCVX (6.00). 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 : 17.34 vs. WSCVX (4.35). DFSVX return over 5 years is better than : 64.95 vs. WSCVX (-20.95).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 4.082 | 1.596 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 32.7M | 51,682% |
| Annual Yield % from dividends | 1.44 | 0.16 | 887% |
| Returns for 1 year | 17.34 | 4.35 | 399% |
| Returns for 3 years | 23.52 | -19.29 | -122% |
| Returns for 5 years | 64.95 | -20.95 | -310% |
| Returns for 10 years | 57.14 | -29.76 | -192% |
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