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DFSVX vs WFICX
DFSVX vs WFICX Comparison
Open Charts DFSVX vs WFICX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.85B
North Star Small Cap Value Institutional
Price$15.87
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets31.46M
DFSVX vs WFICX Comparison Chart in %
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DFSVX vs. WFICX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WFICX (31.5M). DFSVX pays higher dividends than WFICX: DFSVX (1.52) 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 : 11.40 vs. WFICX (2.80). DFSVX return over 5 years is better than : 94.21 vs. WFICX (-1.04).
| 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 | 6.765 | 10.021 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 31.5M | 53,333% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 11.40 | 2.80 | 408% |
| Returns for 3 years | 35.36 | -1.73 | -2,047% |
| Returns for 5 years | 94.21 | -1.04 | -9,020% |
| Returns for 10 years | 64.86 | N/A | - |
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