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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$39.06
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets14.62B
WPG Partners Small Cap Value Div Fund
Price$19.83
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets33.81M
DFFVX vs WPGTX Comparison Chart in %
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DFFVX vs. WPGTX commentary
Jan 15, 2026
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 DFFVX is a Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. WPGTX (33.8M). DFFVX pays higher dividends than WPGTX: DFFVX (1.69) vs WPGTX (0.77). DFFVX was incepted earlier than WPGTX: DFFVX (26 years) vs WPGTX (54 years). WPGTX (1.27) is less costly to investors than DFFVX (0.30). WPGTX is a more actively managed with annual turnover of: 92.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WPGTX: DFFVX (0) vs WPGTX (100000). DFFVX annual gain was more profitable for investors over the last year : 14.93 vs. WPGTX (2.67). DFFVX return over 5 years is better than : 62.53 vs. WPGTX (28.24).
| DFFVX | WPGTX | DFFVX / WPGTX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.27 | 24% |
| Fund Existence | 26 years | 54 years | - |
| Gain YTD | 5.625 | 5.311 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 33.8M | 43,195% |
| Annual Yield % from dividends | 1.69 | 0.77 | 219% |
| Returns for 1 year | 14.93 | 2.67 | 560% |
| Returns for 3 years | 40.35 | 10.62 | 380% |
| Returns for 5 years | 62.53 | 28.24 | 221% |
| Returns for 10 years | 137.45 | 67.39 | 204% |
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