DFSTX
Price
$56.19
Change
+$0.38 (+0.68%)
Updated
Feb 4 closing price
Net Assets
18.27B
WMKSX
Price
$15.70
Change
+$0.10 (+0.64%)
Updated
Feb 4 closing price
Net Assets
157.92M
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DFSTX vs WMKSX

Header iconDFSTX vs WMKSX Comparison
Open Charts DFSTX vs WMKSXBanner chart's image
DFA US Small Cap I
Price$56.19
Change+$0.38 (+0.68%)
VolumeN/A
Net Assets18.27B
WesMark Small Company Fund
Price$15.70
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets157.92M
DFSTX vs WMKSX Comparison Chart in %
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DFSTX vs. WMKSX 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 DFSTX is a Hold and WMKSX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. WMKSX (158M). DFSTX pays higher dividends than WMKSX: DFSTX (1.02) vs WMKSX (0.00). DFSTX was incepted earlier than WMKSX: DFSTX (34 years) vs WMKSX (32 years). WMKSX (1.23) is less costly to investors than DFSTX (0.28). WMKSX is a more actively managed with annual turnover of: 26.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than WMKSX: DFSTX (0) vs WMKSX (1000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. WMKSX (-1.76). DFSTX return over 5 years is better than : 38.07 vs. WMKSX (-10.70).
DFSTXWMKSXDFSTX / WMKSX
Total Expense Ratio0.271.2322%
Annual Report Gross Expense Ratio0.281.2323%
Fund Existence34 years32 years-
Gain YTD6.7526.84999%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.3B158M11,582%
Annual Yield % from dividends1.020.00-
Returns for 1 year13.21-1.76-749%
Returns for 3 years33.6419.96169%
Returns for 5 years38.07-10.70-356%
Returns for 10 years131.3143.51302%
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