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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
WPG Partners Small Cap Value Div Fund
Price$20.07
Change-$0.26 (-1.28%)
VolumeN/A
Net Assets32.44M
DFFVX vs WPGTX Comparison Chart in %
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DFFVX vs. WPGTX commentary
Nov 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 DFFVX is a Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. WPGTX (32.4M). DFFVX pays higher dividends than WPGTX: DFFVX (1.72) vs WPGTX (0.75). 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: 74.00 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 : -0.18 vs. WPGTX (-4.82). DFFVX return over 5 years is better than : 79.20 vs. WPGTX (59.84).
| 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 | 5.769 | 5.228 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 32.4M | 41,049% |
| Annual Yield % from dividends | 1.72 | 0.75 | 229% |
| Returns for 1 year | -0.18 | -4.82 | 4% |
| Returns for 3 years | 25.69 | -2.00 | -1,285% |
| Returns for 5 years | 79.20 | 59.84 | 132% |
| Returns for 10 years | 80.67 | 43.52 | 185% |
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