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DFSVX vs WCMJX
DFSVX vs WCMJX Comparison
Open Charts DFSVX vs WCMJX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
WCM SMID Quality Val Fd Investor
Price$11.62
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets61.78M
DFSVX vs WCMJX Comparison Chart in %
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DFSVX vs. WCMJX commentary
Sep 08, 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 WCMJX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WCMJX (61.8M). DFSVX pays higher dividends than WCMJX: DFSVX (1.52) vs WCMJX (0.00). DFSVX was incepted earlier than WCMJX: DFSVX (33 years) vs WCMJX (6 years). WCMJX (1.70) is less costly to investors than DFSVX (0.31). WCMJX is a more actively managed with annual turnover of: 15.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WCMJX: DFSVX (0) vs WCMJX (1000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. WCMJX (-12.55). DFSVX return over 5 years is better than : 94.21 vs. WCMJX (32.62).
| DFSVX | WCMJX | DFSVX / WCMJX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.70 | 18% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 6.765 | -0.594 | -1,138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -12.55 | -91% |
| Returns for 3 years | 35.36 | 19.49 | 181% |
| Returns for 5 years | 94.21 | 32.62 | 289% |
| Returns for 10 years | 64.86 | N/A | - |
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