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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.29B
Wilshire Small Company Value Instl
Price$21.87
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets20.02M
DFSVX vs WSMVX Comparison Chart
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DFSVX vs. WSMVX commentary
Apr 14, 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: 13.3B vs. WSMVX (20M). DFSVX (1.65) and WSMVX (1.64) have matching dividends . DFSVX was incepted earlier than WSMVX: DFSVX (32 years) vs WSMVX (29 years). WSMVX (1.72) is less costly to investors than DFSVX (0.31). WSMVX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (12.00). 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 : -10.09 vs. WSMVX (-15.17). DFSVX return over 5 years is better than : 81.60 vs. WSMVX (47.68).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.72 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -17.140 | -16.239 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 20M | 66,500% |
| Annual Yield % from dividends | 1.65 | 1.64 | 101% |
| Returns for 1 year | -10.09 | -15.17 | 67% |
| Returns for 3 years | -1.27 | -17.20 | 7% |
| Returns for 5 years | 81.60 | 47.68 | 171% |
| Returns for 10 years | 16.53 | -3.98 | -416% |
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