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DFSVX vs WCMFX
DFSVX vs WCMFX Comparison
Open Charts DFSVX vs WCMFX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
WCM SMID Quality Val Fd Institutional
Price$11.15
Change-$0.19 (-1.68%)
VolumeN/A
Net Assets59.79M
DFSVX vs WCMFX Comparison Chart
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. WCMFX (59.8M). DFSVX pays higher dividends than WCMFX: DFSVX (1.65) vs WCMFX (0.00). DFSVX was incepted earlier than WCMFX: DFSVX (32 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 : 1.83 vs. WCMFX (-15.02). DFSVX return over 5 years is better than : 86.94 vs. WCMFX (35.15).
| DFSVX | WCMFX | DFSVX / WCMFX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -6.462 | -6.928 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 59.8M | 24,916% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -15.02 | -12% |
| Returns for 3 years | 19.38 | 12.85 | 151% |
| Returns for 5 years | 86.94 | 35.15 | 247% |
| Returns for 10 years | 30.89 | N/A | - |
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