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DFFVX vs WPGSX
DFFVX vs WPGSX Comparison
Open Charts DFFVX vs WPGSX
DFA US Targeted Value I
Price$38.77
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets14.44B
WPG Partners Select Small Cap Value Ins
Price$12.07
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets189.57M
DFFVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. WPGSX (190M). DFFVX (1.69) and WPGSX (1.65) have matching dividends . DFFVX was incepted earlier than WPGSX: DFFVX (26 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than DFFVX (0.30). WPGSX is a more actively managed with annual turnover of: 155.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WPGSX: DFFVX (0) vs WPGSX (100000). DFFVX annual gain was more profitable for investors over the last year : 17.22 vs. WPGSX (12.61).
| DFFVX | WPGSX | DFFVX / WPGSX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 4.840 | 6.250 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 190M | 7,579% |
| Annual Yield % from dividends | 1.69 | 1.65 | 102% |
| Returns for 1 year | 17.22 | 12.61 | 137% |
| Returns for 3 years | 39.31 | 14.63 | 269% |
| Returns for 5 years | 61.76 | N/A | - |
| Returns for 10 years | 135.69 | N/A | - |
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