DFSVX
Price
$49.49
Change
-$0.60 (-1.20%)
Updated
Nov 13 closing price
Net Assets
15.95B
WPGTX
Price
$20.07
Change
-$0.26 (-1.28%)
Updated
Nov 13 closing price
Net Assets
32.44M
Interact to see
Advertisement

DFSVX vs WPGTX

Header iconDFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTXBanner chart's image
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 %
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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 : -1.72 vs. WPGTX (-4.82). DFSVX return over 5 years is better than : 70.67 vs. WPGTX (59.84).
DFSVXWPGTXDFSVX / WPGTX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.2724%
Fund Existence33 years54 years-
Gain YTD4.6705.22889%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.9B32.4M49,074%
Annual Yield % from dividends1.690.75225%
Returns for 1 year-1.72-4.8236%
Returns for 3 years20.64-2.00-1,033%
Returns for 5 years70.6759.84118%
Returns for 10 years63.0643.52145%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
OMZNF0.350.01
+2.18%
Osisko Metals Inc.
AATRL68.411.39
+2.07%
AMG Capital Trust II
UNIF4.15N/A
N/A
U & I Financial Corp
GBLBF92.00N/A
N/A
Groupe Bruxelles Lambert SA
NTCYF40.21N/A
N/A
Netcompany Group AS