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DFSVX vs WPGSX
DFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
WPG Partners Select Small Cap Value Ins
Price$12.44
Change+$0.85 (+7.33%)
VolumeN/A
Net Assets197.58M
DFSVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. WPGSX (198M). DFSVX (1.58) and WPGSX (1.54) 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 (7.00). 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 : 17.52 vs. WPGSX (13.66).
| 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 | 9.431 | 9.507 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 198M | 9,040% |
| Annual Yield % from dividends | 1.58 | 1.54 | 103% |
| Returns for 1 year | 17.52 | 13.66 | 128% |
| Returns for 3 years | 35.91 | 13.61 | 264% |
| Returns for 5 years | 55.54 | N/A | - |
| Returns for 10 years | 121.92 | N/A | - |
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