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DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Wilshire Small Company Value Instl
Price$26.78
Change+$0.23 (+0.87%)
VolumeN/A
Net Assets23.87M
DFSVX vs WSMVX Comparison Chart in %
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DFSVX vs. WSMVX commentary
Jul 07, 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 WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. WSMVX (23.9M). DFSVX pays higher dividends than WSMVX: DFSVX (1.67) vs WSMVX (1.55). DFSVX was incepted earlier than WSMVX: DFSVX (32 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than DFSVX (0.31). WSMVX is a more actively managed with annual turnover of: 53.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than WSMVX: DFSVX (0) vs WSMVX (250000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. WSMVX (4.19). DFSVX return over 5 years is better than : 105.30 vs. WSMVX (69.10).
| DFSVX | WSMVX | DFSVX / WSMVX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.70 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 1.067 | 2.566 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 23.9M | 67,364% |
| Annual Yield % from dividends | 1.67 | 1.55 | 108% |
| Returns for 1 year | 9.45 | 4.19 | 226% |
| Returns for 3 years | 32.84 | 11.53 | 285% |
| Returns for 5 years | 105.30 | 69.10 | 152% |
| Returns for 10 years | 45.10 | 20.63 | 219% |
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