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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
North Star Small Cap Value Investor
Price$14.79
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets30.56M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WSCVX (30.6M). 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 : 9.45 vs. WSCVX (-3.77). DFSVX return over 5 years is better than : 105.30 vs. WSCVX (-0.64).
| 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 | 1.067 | 2.637 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 30.6M | 52,614% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | -3.77 | -250% |
| Returns for 3 years | 32.84 | -5.14 | -639% |
| Returns for 5 years | 105.30 | -0.64 | -16,411% |
| Returns for 10 years | 45.10 | -30.38 | -148% |
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