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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$30.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
Nov 22, 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 WSMVX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. WSMVX (27.1M). DFSVX pays higher dividends than WSMVX: DFSVX (1.44) vs WSMVX (0.35). DFSVX was incepted earlier than WSMVX: DFSVX (32 years) vs WSMVX (28 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 : 27.42 vs. WSMVX (24.43). DFSVX return over 5 years is better than : 61.43 vs. WSMVX (42.85).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 16.319 | 14.508 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 27.1M | 64,576% |
| Annual Yield % from dividends | 1.44 | 0.35 | 415% |
| Returns for 1 year | 27.42 | 24.43 | 112% |
| Returns for 3 years | 10.57 | 3.67 | 288% |
| Returns for 5 years | 61.43 | 42.85 | 143% |
| Returns for 10 years | 48.14 | 23.70 | 203% |
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