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DFSVX vs WCMFX
DFSVX vs WCMFX Comparison
Open Charts DFSVX vs WCMFX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
WCM SMID Quality Val Fd Institutional
Price$11.83
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets61.78M
DFSVX vs WCMFX Comparison Chart in %
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DFSVX vs. WCMFX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WCMFX (61.8M). 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 : 11.40 vs. WCMFX (-12.89). DFSVX return over 5 years is better than : 94.21 vs. WCMFX (33.67).
| 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 | 6.765 | -1.252 | -540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 61.8M | 27,184% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 11.40 | -12.89 | -88% |
| Returns for 3 years | 35.36 | 19.62 | 180% |
| Returns for 5 years | 94.21 | 33.67 | 280% |
| Returns for 10 years | 64.86 | N/A | - |
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