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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Wilshire Small Company Value Instl
Price$25.89
Change-$0.68 (-2.56%)
VolumeN/A
Net Assets24.37M
DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
Feb 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. WSMVX (24.4M). DFSVX pays higher dividends than WSMVX: DFSVX (1.44) vs WSMVX (0.35). DFSVX was incepted earlier than WSMVX: DFSVX (32 years) vs WSMVX (29 years). WSMVX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). 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 : 9.32 vs. WSMVX (2.61). DFSVX return over 5 years is better than : 52.23 vs. WSMVX (24.58).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -1.546 | -0.843 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 24.4M | 65,164% |
| Annual Yield % from dividends | 1.44 | 0.35 | 415% |
| Returns for 1 year | 9.32 | 2.61 | 357% |
| Returns for 3 years | 17.14 | -3.87 | -443% |
| Returns for 5 years | 52.23 | 24.58 | 213% |
| Returns for 10 years | 41.91 | 16.82 | 249% |
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