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DFSVX vs WCMFX
DFSVX vs WCMFX Comparison
Open Charts DFSVX vs WCMFX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
WCM SMID Quality Val Fd Institutional
Price$11.46
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets49.89M
DFSVX vs WCMFX Comparison Chart in %
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DFSVX vs. WCMFX commentary
Sep 27, 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 DFSVX is a Buy and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. WCMFX (49.9M). DFSVX pays higher dividends than WCMFX: DFSVX (1.52) vs WCMFX (0.00). DFSVX was incepted earlier than WCMFX: DFSVX (33 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than DFSVX (0.31). WCMFX is a more actively managed with annual turnover of: 15.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WCMFX: DFSVX (0) vs WCMFX (100000). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. WCMFX (-18.95). DFSVX return over 5 years is better than : 108.39 vs. WCMFX (37.91).
| DFSVX | WCMFX | DFSVX / WCMFX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 5.663 | -4.341 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 49.9M | 33,066% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 6.87 | -18.95 | -36% |
| Returns for 3 years | 43.95 | 22.96 | 191% |
| Returns for 5 years | 108.39 | 37.91 | 286% |
| Returns for 10 years | 73.20 | N/A | - |
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