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DFSVX vs WSCVX
DFSVX vs WSCVX Comparison
Open Charts DFSVX vs WSCVX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
North Star Small Cap Value Investor
Price$14.81
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets31.02M
DFSVX vs WSCVX Comparison Chart in %
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DFSVX vs. WSCVX commentary
Dec 27, 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 Buy and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. WSCVX (31M). DFSVX pays higher dividends than WSCVX: DFSVX (1.62) 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 : 9.08 vs. WSCVX (2.14). DFSVX return over 5 years is better than : 62.40 vs. WSCVX (-23.46).
| 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 | 9.664 | 2.776 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 31M | 54,194% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 9.08 | 2.14 | 425% |
| Returns for 3 years | 39.53 | 2.76 | 1,432% |
| Returns for 5 years | 62.40 | -23.46 | -266% |
| Returns for 10 years | 79.47 | -16.31 | -487% |
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