Interact to see
Advertisement
Advertisement
DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Wilshire Small Company Value Instl
Price$24.80
Change-$0.46 (-1.82%)
VolumeN/A
Net Assets22.66M
DFSVX vs WSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. WSMVX commentary
Jun 14, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. WSMVX (22.7M). DFSVX (1.65) and WSMVX (1.62) have matching dividends . DFSVX was incepted earlier than WSMVX: DFSVX (32 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than DFSVX (0.31). WSMVX is a more actively managed with annual turnover of: 53.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WSMVX: DFSVX (0) vs WSMVX (250000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. WSMVX (-0.93). DFSVX return over 5 years is better than : 86.94 vs. WSMVX (58.05).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.70 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -6.462 | -3.255 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 22.7M | 66,960% |
| Annual Yield % from dividends | 1.65 | 1.62 | 102% |
| Returns for 1 year | 1.83 | -0.93 | -197% |
| Returns for 3 years | 19.38 | 3.93 | 493% |
| Returns for 5 years | 86.94 | 58.05 | 150% |
| Returns for 10 years | 30.89 | 11.18 | 276% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers