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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Wilshire Small Company Value Instl
Price$24.01
Change-$0.73 (-2.95%)
VolumeN/A
Net Assets22.39M
DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. WSMVX (22.4M). DFSVX (1.75) and WSMVX (1.71) 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 : -4.37 vs. WSMVX (-7.43). DFSVX return over 5 years is better than : 95.13 vs. WSMVX (64.27).
| 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 | -8.511 | -5.247 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 22.4M | 65,179% |
| Annual Yield % from dividends | 1.75 | 1.71 | 102% |
| Returns for 1 year | -4.37 | -7.43 | 59% |
| Returns for 3 years | 14.43 | 0.05 | 27,509% |
| Returns for 5 years | 95.13 | 64.27 | 148% |
| Returns for 10 years | 28.70 | 10.23 | 281% |
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