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DFSVX vs WCMFX
DFSVX vs WCMFX Comparison
Open Charts DFSVX vs WCMFX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
DFSVX vs WCMFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WCMFX (61.4M). DFSVX pays higher dividends than WCMFX: DFSVX (1.64) 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 : 5.62 vs. WCMFX (-15.02). DFSVX return over 5 years is better than : 80.15 vs. WCMFX (27.42).
| 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 | 1.483 | -2.254 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 61.4M | 26,221% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.62 | -15.02 | -37% |
| Returns for 3 years | 16.09 | 4.46 | 361% |
| Returns for 5 years | 80.15 | 27.42 | 292% |
| Returns for 10 years | 50.63 | N/A | - |