DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
WSMVX
Price
$26.78
Change
+$0.23 (+0.87%)
Updated
Jul 3 closing price
Net Assets
23.87M
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DFSVX vs WSMVX

Header iconDFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVXBanner chart's image
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.

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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).
DFSVXWSMVXDFSVX / WSMVX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.7018%
Fund Existence32 years29 years-
Gain YTD1.0672.56642%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B23.9M67,364%
Annual Yield % from dividends1.671.55108%
Returns for 1 year9.454.19226%
Returns for 3 years32.8411.53285%
Returns for 5 years105.3069.10152%
Returns for 10 years45.1020.63219%
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