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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$28.61
Change-$0.35 (-1.21%)
VolumeN/A
CapitalizationN/A
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DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
Sep 21, 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 StrongBuy and WSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. WSMVX (26.8M). 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 : 22.84 vs. WSMVX (20.20). DFSVX return over 5 years is better than : 55.21 vs. WSMVX (37.79).
| 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 | 8.788 | 8.659 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 26.8M | 62,313% |
| Annual Yield % from dividends | 1.44 | 0.35 | 415% |
| Returns for 1 year | 22.84 | 20.20 | 113% |
| Returns for 3 years | 17.09 | 9.55 | 179% |
| Returns for 5 years | 55.21 | 37.79 | 146% |
| Returns for 10 years | 44.49 | 22.80 | 195% |
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