DFSTX
Price
$50.51
Change
-$0.94 (-1.83%)
Updated
Nov 13 closing price
Net Assets
16.58B
WMKSX
Price
$17.46
Change
-$0.48 (-2.68%)
Updated
Nov 13 closing price
Net Assets
159.44M
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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$50.51
Change-$0.94 (-1.83%)
VolumeN/A
Net Assets16.58B
WesMark Small Company Fund
Price$17.46
Change-$0.48 (-2.68%)
VolumeN/A
Net Assets159.44M
DFSTX vs WMKSX Comparison Chart in %
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DFSTX vs. WMKSX 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 DFSTX is a Buy and WMKSX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. WMKSX (159M). DFSTX pays higher dividends than WMKSX: DFSTX (1.08) 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 (6.00). DFSTX has a lower initial minimum investment than WMKSX: DFSTX (0) vs WMKSX (1000). WMKSX annual gain was more profitable for investors over the last year : 6.34 vs. DFSTX (-0.31). DFSTX return over 5 years is better than : 54.99 vs. WMKSX (18.21).
DFSTXWMKSXDFSTX / WMKSX
Total Expense Ratio0.271.2322%
Annual Report Gross Expense Ratio0.281.2323%
Fund Existence34 years32 years-
Gain YTD6.06816.34237%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B159M10,440%
Annual Yield % from dividends1.080.00-
Returns for 1 year-0.316.34-5%
Returns for 3 years25.8437.7568%
Returns for 5 years54.9918.21302%
Returns for 10 years78.4435.65220%
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