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DFSVX vs WPGTX
DFSVX vs WPGTX Comparison
Open Charts DFSVX vs WPGTX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
WPG Partners Small Cap Value Div Fund
Price$19.83
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets33.81M
DFSVX vs WPGTX Comparison Chart in %
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DFSVX vs. WPGTX commentary
Jan 15, 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. WPGTX (33.8M). DFSVX pays higher dividends than WPGTX: DFSVX (1.69) vs WPGTX (0.77). 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: 92.00 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 : 13.71 vs. WPGTX (2.67). DFSVX return over 5 years is better than : 55.39 vs. WPGTX (28.24).
| 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 | 5.771 | 5.311 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 33.8M | 51,775% |
| Annual Yield % from dividends | 1.69 | 0.77 | 219% |
| Returns for 1 year | 13.71 | 2.67 | 514% |
| Returns for 3 years | 37.53 | 10.62 | 353% |
| Returns for 5 years | 55.39 | 28.24 | 196% |
| Returns for 10 years | 114.57 | 67.39 | 170% |
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