Interact to see
Advertisement
Advertisement
DFSVX vs WSMVX
DFSVX vs WSMVX Comparison
Open Charts DFSVX vs WSMVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Wilshire Small Company Value Instl
Price$26.74
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets23.35M
DFSVX vs WSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. WSMVX commentary
Jul 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. WSMVX (23.4M). 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 : 0.60 vs. WSMVX (-5.52). DFSVX return over 5 years is better than : 94.25 vs. WSMVX (62.86).
| 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 | 0.901 | 2.413 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 23.4M | 68,376% |
| Annual Yield % from dividends | 1.67 | 1.55 | 108% |
| Returns for 1 year | 0.60 | -5.52 | -11% |
| Returns for 3 years | 27.09 | 6.79 | 399% |
| Returns for 5 years | 94.25 | 62.86 | 150% |
| Returns for 10 years | 50.73 | 24.76 | 205% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers