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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
WPG Partners Small Cap Value Div Fund
Price$20.41
Change+$0.21 (+1.04%)
VolumeN/A
Net Assets34.8M
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. WPGTX (34.8M). DFSVX pays higher dividends than WPGTX: DFSVX (1.58) vs WPGTX (0.73). DFSVX was incepted earlier than WPGTX: DFSVX (33 years) vs WPGTX (54 years). WPGTX (1.21) is less costly to investors than DFSVX (0.31). WPGTX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (7.00). 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 : 17.52 vs. WPGTX (5.29). DFSVX return over 5 years is better than : 55.54 vs. WPGTX (29.40).
| DFSVX | WPGTX | DFSVX / WPGTX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 54 years | - |
| Gain YTD | 9.431 | 8.391 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 34.8M | 51,437% |
| Annual Yield % from dividends | 1.58 | 0.73 | 218% |
| Returns for 1 year | 17.52 | 5.29 | 331% |
| Returns for 3 years | 35.91 | 8.61 | 417% |
| Returns for 5 years | 55.54 | 29.40 | 189% |
| Returns for 10 years | 121.92 | 70.92 | 172% |
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