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DFSVX vs WCMJX
DFSVX vs WCMJX Comparison
Open Charts DFSVX vs WCMJX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.41M
DFSVX vs WCMJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WCMJX (61.4M). DFSVX pays higher dividends than WCMJX: DFSVX (1.64) vs WCMJX (0.00). DFSVX was incepted earlier than WCMJX: DFSVX (32 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 : 5.62 vs. WCMJX (-15.38). DFSVX return over 5 years is better than : 80.15 vs. WCMJX (25.55).
| DFSVX | WCMJX | DFSVX / WCMJX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.70 | 18% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 1.483 | -2.377 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | -15.38 | -37% |
| Returns for 3 years | 16.09 | 3.51 | 458% |
| Returns for 5 years | 80.15 | 25.55 | 314% |
| Returns for 10 years | 50.63 | N/A | - |
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