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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.76B
North Star Small Cap Value Institutional
Price$14.81
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets31.02M
DFSVX vs WFICX Comparison Chart in %
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DFSVX vs. WFICX commentary
Dec 27, 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 WFICX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WFICX (31M). DFSVX pays higher dividends than WFICX: DFSVX (1.62) vs WFICX (0.00). DFSVX was incepted earlier than WFICX: DFSVX (33 years) vs WFICX (7 years). WFICX (1.57) is less costly to investors than DFSVX (0.31). WFICX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WFICX: DFSVX (0) vs WFICX (100000). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. WFICX (2.35). DFSVX return over 5 years is better than : 62.40 vs. WFICX (-22.80).
| DFSVX | WFICX | DFSVX / WFICX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.57 | 20% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 9.664 | 2.992 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 31M | 54,194% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 9.08 | 2.35 | 386% |
| Returns for 3 years | 39.53 | 3.34 | 1,182% |
| Returns for 5 years | 62.40 | -22.80 | -274% |
| Returns for 10 years | 79.47 | N/A | - |
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