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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$36.48
Change+$0.39 (+1.08%)
VolumeN/A
Net Assets13.76B
Wilshire Small Company Value Instl
Price$28.22
Change+$0.29 (+1.04%)
VolumeN/A
Net Assets22.78M
DFFVX vs WSMVX Comparison Chart in %
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DFFVX vs. WSMVX commentary
Sep 28, 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. WSMVX (22.8M). DFFVX pays higher dividends than WSMVX: DFFVX (1.50) vs WSMVX (1.41). DFFVX was incepted earlier than WSMVX: DFFVX (26 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than DFFVX (0.30). WSMVX is a more actively managed with annual turnover of: 53.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than WSMVX: DFFVX (0) vs WSMVX (250000). DFFVX annual gain was more profitable for investors over the last year : 9.20 vs. WSMVX (1.37). DFFVX return over 5 years is better than : 119.45 vs. WSMVX (74.98).
| DFFVX | WSMVX | DFFVX / WSMVX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.70 | 18% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 7.117 | 8.081 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 22.8M | 60,526% |
| Annual Yield % from dividends | 1.50 | 1.41 | 106% |
| Returns for 1 year | 9.20 | 1.37 | 671% |
| Returns for 3 years | 49.44 | 23.06 | 214% |
| Returns for 5 years | 119.45 | 74.98 | 159% |
| Returns for 10 years | 93.57 | 41.65 | 225% |
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