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DFSVX vs WPGSX
DFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSX
DFA US Small Cap Value I
Price$54.17
Change-$0.19 (-0.35%)
VolumeN/A
Net Assets17.24B
WPG Partners Select Small Cap Value Ins
Price$12.07
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets189.57M
DFSVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. WPGSX (190M). DFSVX (1.69) and WPGSX (1.65) have matching dividends . DFSVX was incepted earlier than WPGSX: DFSVX (33 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than DFSVX (0.31). WPGSX is a more actively managed with annual turnover of: 155.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WPGSX: DFSVX (0) vs WPGSX (100000). DFSVX annual gain was more profitable for investors over the last year : 16.15 vs. WPGSX (12.61).
| DFSVX | WPGSX | DFSVX / WPGSX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 33 years | 4 years | - |
| Gain YTD | 4.899 | 6.250 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 190M | 9,053% |
| Annual Yield % from dividends | 1.69 | 1.65 | 102% |
| Returns for 1 year | 16.15 | 12.61 | 128% |
| Returns for 3 years | 36.39 | 14.63 | 249% |
| Returns for 5 years | 54.69 | N/A | - |
| Returns for 10 years | 112.81 | N/A | - |
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