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DFFVX vs WSMVX
DFFVX vs WSMVX Comparison
Open Charts DFFVX vs WSMVX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Wilshire Small Company Value Instl
Price$27.16
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets23.17M
DFFVX vs WSMVX Comparison Chart in %
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DFFVX vs. WSMVX commentary
Aug 18, 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: 13.3B vs. WSMVX (23.2M). DFFVX pays higher dividends than WSMVX: DFFVX (1.62) vs WSMVX (1.52). 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 : 8.01 vs. WSMVX (0.99). DFFVX return over 5 years is better than : 91.20 vs. WSMVX (53.04).
| 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 | 2.742 | 4.021 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 23.2M | 57,328% |
| Annual Yield % from dividends | 1.62 | 1.52 | 106% |
| Returns for 1 year | 8.01 | 0.99 | 810% |
| Returns for 3 years | 20.63 | -1.14 | -1,815% |
| Returns for 5 years | 91.20 | 53.04 | 172% |
| Returns for 10 years | 66.57 | 25.99 | 256% |
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