DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
WPGSX
Price
$10.78
Change
+$0.01 (+0.09%)
Updated
Jul 25 closing price
Net Assets
179.52M
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DFSVX vs WPGSX

Header iconDFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
WPG Partners Select Small Cap Value Ins
Price$10.78
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets179.52M
DFSVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. WPGSX (180M). DFSVX pays higher dividends than WPGSX: DFSVX (1.67) vs WPGSX (0.09). DFSVX was incepted earlier than WPGSX: DFSVX (32 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: 160.00 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 : 0.60 vs. WPGSX (-10.02).
DFSVXWPGSXDFSVX / WPGSX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.1327%
Fund Existence32 years4 years-
Gain YTD0.901-3.664-25%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B180M8,889%
Annual Yield % from dividends1.670.091,787%
Returns for 1 year0.60-10.02-6%
Returns for 3 years27.0917.60154%
Returns for 5 years94.25N/A-
Returns for 10 years50.73N/A-
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