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DFSVX vs WPGSX
DFSVX vs WPGSX Comparison
Open Charts DFSVX vs WPGSX
DFA US Small Cap Value I
Price$49.02
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets16.13B
WPG Partners Select Small Cap Value Ins
Price$10.90
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets182.67M
DFSVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WPGSX (183M). DFSVX pays higher dividends than WPGSX: DFSVX (1.64) 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 : 4.62 vs. WPGSX (-7.31).
| DFSVX | WPGSX | DFSVX / WPGSX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 32 years | 4 years | - |
| Gain YTD | 1.940 | -2.592 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 183M | 8,798% |
| Annual Yield % from dividends | 1.64 | 0.09 | 1,770% |
| Returns for 1 year | 4.62 | -7.31 | -63% |
| Returns for 3 years | 18.45 | 10.85 | 170% |
| Returns for 5 years | 86.77 | N/A | - |
| Returns for 10 years | 59.01 | N/A | - |
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