DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
WSMVX
Price
$26.74
Change
+$0.10 (+0.38%)
Updated
Jul 25 closing price
Net Assets
23.35M
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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$48.52
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 %
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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.

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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).
DFSVXWSMVXDFSVX / WSMVX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.7018%
Fund Existence32 years29 years-
Gain YTD0.9012.41337%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B23.4M68,376%
Annual Yield % from dividends1.671.55108%
Returns for 1 year0.60-5.52-11%
Returns for 3 years27.096.79399%
Returns for 5 years94.2562.86150%
Returns for 10 years50.7324.76205%
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