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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
North Star Small Cap Value Investor
Price$15.16
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets30.86M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Aug 18, 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 StrongBuy and WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WSCVX (30.9M). DFSVX pays higher dividends than WSCVX: DFSVX (1.64) vs WSCVX (0.00). DFSVX was incepted earlier than WSCVX: DFSVX (32 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 : 5.62 vs. WSCVX (-3.75). DFSVX return over 5 years is better than : 80.15 vs. WSCVX (-8.94).
| DFSVX | WSCVX | DFSVX / WSCVX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.82 | 17% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 1.483 | 5.205 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 30.9M | 52,104% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.62 | -3.75 | -150% |
| Returns for 3 years | 16.09 | -15.82 | -102% |
| Returns for 5 years | 80.15 | -8.94 | -896% |
| Returns for 10 years | 50.63 | -25.94 | -195% |
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