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DFSVX vs WCMJX
DFSVX vs WCMJX Comparison
Open Charts DFSVX vs WCMJX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
WCM SMID Quality Val Fd Investor
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets50.28M
DFSVX vs WCMJX Comparison Chart in %
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DFSVX vs. WCMJX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. WCMJX (50.3M). 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 : 6.87 vs. WCMJX (-19.30). DFSVX return over 5 years is better than : 108.39 vs. WCMJX (35.87).
| 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 | 5.663 | -4.499 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 50.3M | 32,803% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 6.87 | -19.30 | -36% |
| Returns for 3 years | 43.95 | 21.75 | 202% |
| Returns for 5 years | 108.39 | 35.87 | 302% |
| Returns for 10 years | 73.20 | N/A | - |
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