Interact to see
Advertisement
Advertisement
DFSVX vs WCMJX
DFSVX vs WCMJX Comparison
Open Charts DFSVX vs WCMJX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
WCM SMID Quality Val Fd Investor
Price$11.66
Change+$0.17 (+1.48%)
VolumeN/A
Net Assets62.17M
DFSVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. WCMJX (62.2M). DFSVX pays higher dividends than WCMJX: DFSVX (1.67) 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 : 0.60 vs. WCMJX (-13.82). DFSVX return over 5 years is better than : 94.25 vs. WCMJX (34.02).
| 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 | 0.901 | -1.019 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 62.2M | 25,723% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 0.60 | -13.82 | -4% |
| Returns for 3 years | 27.09 | 13.42 | 202% |
| Returns for 5 years | 94.25 | 34.02 | 277% |
| Returns for 10 years | 50.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers