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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Wilshire Small Company Value Instl
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets21.15M
DFSVX vs WSMVX Comparison Chart in %
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DFSVX vs. WSMVX commentary
Nov 20, 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: 15.7B vs. WSMVX (21.2M). DFSVX pays higher dividends than WSMVX: DFSVX (1.69) vs WSMVX (1.44). DFSVX was incepted earlier than WSMVX: DFSVX (33 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than DFSVX (0.31). WSMVX is a more actively managed with annual turnover of: 53.00 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 : -3.14 vs. WSMVX (-8.35). DFSVX return over 5 years is better than : 60.60 vs. WSMVX (32.42).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.70 | 18% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 1.243 | 2.451 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 21.2M | 74,057% |
| Annual Yield % from dividends | 1.69 | 1.44 | 117% |
| Returns for 1 year | -3.14 | -8.35 | 38% |
| Returns for 3 years | 17.48 | 1.50 | 1,165% |
| Returns for 5 years | 60.60 | 32.42 | 187% |
| Returns for 10 years | 53.59 | 22.69 | 236% |
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