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DFFVX vs PFSVX
DFFVX vs PFSVX Comparison
Open Charts DFFVX vs PFSVX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
iMGP Small Company Fund Instl Cl
Price$12.19
Change-$1.05 (-7.93%)
VolumeN/A
Net Assets43.54M
DFFVX vs PFSVX Comparison Chart
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DFFVX vs. PFSVX commentary
Apr 05, 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 DFFVX is a Hold and PFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. PFSVX (43.5M). DFFVX pays higher dividends than PFSVX: DFFVX (1.63) vs PFSVX (0.28). DFFVX was incepted earlier than PFSVX: DFFVX (25 years) vs PFSVX (5 years). PFSVX (1.23) is less costly to investors than DFFVX (0.30). PFSVX is a more actively managed with annual turnover of: 56.46 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than PFSVX: DFFVX (0) vs PFSVX (10000). DFFVX annual gain was more profitable for investors over the last year : 0.60 vs. PFSVX (-14.93).
| DFFVX | PFSVX | DFFVX / PFSVX | |
| Total Expense Ratio | 0.29 | 1.15 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.23 | 24% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -5.436 | -9.377 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 43.5M | 28,966% |
| Annual Yield % from dividends | 1.63 | 0.28 | 590% |
| Returns for 1 year | 0.60 | -14.93 | -4% |
| Returns for 3 years | 11.44 | -5.69 | -201% |
| Returns for 5 years | 165.27 | N/A | - |
| Returns for 10 years | 48.10 | N/A | - |
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