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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
WPG Partners Small Cap Value Div Fund
Price$20.07
Change-$0.26 (-1.28%)
VolumeN/A
Net Assets32.44M
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Nov 14, 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 Hold and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. WPGTX (32.4M). DFSVX pays higher dividends than WPGTX: DFSVX (1.69) vs WPGTX (0.75). DFSVX was incepted earlier than WPGTX: DFSVX (33 years) vs WPGTX (54 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 : -2.43 vs. WPGTX (-4.82). DFSVX return over 5 years is better than : 68.62 vs. WPGTX (59.84).
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.27 | 24% |
| Fund Existence | 33 years | 54 years | - |
| Gain YTD | 3.416 | 5.228 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 32.4M | 49,074% |
| Annual Yield % from dividends | 1.69 | 0.75 | 225% |
| Returns for 1 year | -2.43 | -4.82 | 50% |
| Returns for 3 years | 20.11 | -2.00 | -1,006% |
| Returns for 5 years | 68.62 | 59.84 | 115% |
| Returns for 10 years | 59.40 | 43.52 | 136% |
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