DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
WPGTX
Price
$19.60
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
32.25M
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DFSVX vs WPGTX

Header iconDFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
WPG Partners Small Cap Value Div Fund
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets32.25M
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WPGTX (32.3M). 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 : 9.45 vs. WPGTX (-0.32). DFSVX return over 5 years is better than : 105.30 vs. WPGTX (80.82).
DFSVXWPGTXDFSVX / WPGTX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.2724%
Fund Existence32 years53 years-
Gain YTD1.0671.44974%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B32.3M49,845%
Annual Yield % from dividends1.670.79211%
Returns for 1 year9.45-0.32-2,952%
Returns for 3 years32.845.03653%
Returns for 5 years105.3080.82130%
Returns for 10 years45.1025.29178%
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