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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$55.26
Change+$0.64 (+1.17%)
VolumeN/A
Net Assets17.46B
North Star Small Cap Value Investor
Price$15.71
Change+$0.21 (+1.35%)
VolumeN/A
Net Assets30.05M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Jan 16, 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 WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. WSCVX (30M). DFSVX pays higher dividends than WSCVX: DFSVX (1.69) vs WSCVX (0.00). DFSVX was incepted earlier than WSCVX: DFSVX (33 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than DFSVX (0.31). WSCVX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WSCVX: DFSVX (0) vs WSCVX (2500). DFSVX annual gain was more profitable for investors over the last year : 13.10 vs. WSCVX (7.02). DFSVX return over 5 years is better than : 57.21 vs. WSCVX (-25.37).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.82 | 17% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 7.010 | 8.420 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 30M | 58,333% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | 13.10 | 7.02 | 187% |
| Returns for 3 years | 39.14 | 1.29 | 3,038% |
| Returns for 5 years | 57.21 | -25.37 | -226% |
| Returns for 10 years | 117.09 | 3.57 | 3,276% |
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