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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$26.45
Change+$0.17 (+0.65%)
VolumeN/A
CapitalizationN/A
DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
Dec 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. WSMVX (25.2M). 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 : 9.07 vs. WSMVX (0.75). DFSVX return over 5 years is better than : 46.34 vs. WSMVX (19.94).
| 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 | 8.855 | 0.456 | 1,943% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 25.2M | 64,683% |
| Annual Yield % from dividends | 1.44 | 0.35 | 415% |
| Returns for 1 year | 9.07 | 0.75 | 1,214% |
| Returns for 3 years | 18.23 | -4.89 | -372% |
| Returns for 5 years | 46.34 | 19.94 | 232% |
| Returns for 10 years | 45.16 | 18.92 | 239% |
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