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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$17.16
Change-$0.11 (-0.64%)
VolumeN/A
CapitalizationN/A
DFSVX vs WSCVX Comparison Chart
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DFSVX vs. WSCVX commentary
Nov 13, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. WSCVX (36.5M). 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 : 35.43 vs. WSCVX (22.37). DFSVX return over 5 years is better than : 62.53 vs. WSCVX (-10.15).
| 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 | 18.232 | 17.964 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18B | 36.5M | 49,315% |
| Annual Yield % from dividends | 1.44 | 0.16 | 887% |
| Returns for 1 year | 35.43 | 22.37 | 158% |
| Returns for 3 years | 10.58 | -36.83 | -29% |
| Returns for 5 years | 62.53 | -10.15 | -616% |
| Returns for 10 years | 52.58 | -30.35 | -173% |
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