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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
Wilshire Small Company Value Instl
Price$26.97
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets26.03M
DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
Jan 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: 16.9B vs. WSMVX (26M). 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 : 15.36 vs. WSMVX (6.73). DFSVX return over 5 years is better than : 56.95 vs. WSMVX (27.39).
| 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 | 3.236 | 3.294 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 26M | 65,000% |
| Annual Yield % from dividends | 1.44 | 0.35 | 415% |
| Returns for 1 year | 15.36 | 6.73 | 228% |
| Returns for 3 years | 24.01 | 0.65 | 3,693% |
| Returns for 5 years | 56.95 | 27.39 | 208% |
| Returns for 10 years | 55.08 | 25.50 | 216% |
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