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DFFVX vs WPGTX
DFFVX vs WPGTX Comparison
Open Charts DFFVX vs WPGTX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
WPG Partners Small Cap Value Div Fund
Price$20.41
Change+$0.21 (+1.04%)
VolumeN/A
Net Assets34.8M
DFFVX vs WPGTX Comparison Chart in %
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DFFVX vs. WPGTX commentary
Feb 05, 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. WPGTX (34.8M). DFFVX pays higher dividends than WPGTX: DFFVX (1.58) vs WPGTX (0.73). DFFVX was incepted earlier than WPGTX: DFFVX (26 years) vs WPGTX (54 years). WPGTX (1.21) is less costly to investors than DFFVX (0.30). WPGTX is a more actively managed with annual turnover of: 92.00 vs. DFFVX (10.00). 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 : 17.44 vs. WPGTX (5.29). DFFVX return over 5 years is better than : 62.65 vs. WPGTX (29.40).
| DFFVX | WPGTX | DFFVX / WPGTX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.21 | 25% |
| Fund Existence | 26 years | 54 years | - |
| Gain YTD | 8.680 | 8.391 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 34.8M | 42,816% |
| Annual Yield % from dividends | 1.58 | 0.73 | 218% |
| Returns for 1 year | 17.44 | 5.29 | 330% |
| Returns for 3 years | 37.63 | 8.61 | 437% |
| Returns for 5 years | 62.65 | 29.40 | 213% |
| Returns for 10 years | 141.58 | 70.92 | 200% |
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