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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
WPG Partners Small Cap Value Div Fund
Price$19.45
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets31.47M
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Jul 28, 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 WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. WPGTX (31.5M). DFSVX pays higher dividends than WPGTX: DFSVX (1.67) vs WPGTX (0.79). DFSVX was incepted earlier than WPGTX: DFSVX (32 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than DFSVX (0.31). WPGTX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WPGTX: DFSVX (0) vs WPGTX (100000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. WPGTX (-5.52). DFSVX return over 5 years is better than : 94.25 vs. WPGTX (77.69).
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 32 years | 53 years | - |
| Gain YTD | 0.901 | 0.673 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 31.5M | 50,794% |
| Annual Yield % from dividends | 1.67 | 0.79 | 211% |
| Returns for 1 year | 0.60 | -5.52 | -11% |
| Returns for 3 years | 27.09 | 1.51 | 1,791% |
| Returns for 5 years | 94.25 | 77.69 | 121% |
| Returns for 10 years | 50.73 | 29.10 | 174% |
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