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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$49.98
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets16.2B
North Star Small Cap Value Investor
Price$15.89
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets30.86M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Oct 22, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. WSCVX (30.9M). DFSVX pays higher dividends than WSCVX: DFSVX (1.66) vs WSCVX (0.00). DFSVX was incepted earlier than WSCVX: DFSVX (33 years) vs WSCVX (18 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 : 4.95 vs. WSCVX (-2.17). DFSVX return over 5 years is better than : 82.16 vs. WSCVX (-5.49).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.82 | 17% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 4.440 | 9.646 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 30.9M | 52,427% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 4.95 | -2.17 | -228% |
| Returns for 3 years | 30.99 | -4.57 | -678% |
| Returns for 5 years | 82.16 | -5.49 | -1,496% |
| Returns for 10 years | 58.81 | -21.19 | -278% |
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