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DFFVX vs PFSVX
DFFVX vs PFSVX Comparison
Open Charts DFFVX vs PFSVX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
iMGP Small Company Fund Instl Cl
Price$12.78
Change+$0.30 (+2.40%)
VolumeN/A
Net Assets39.36M
DFFVX vs PFSVX Comparison Chart
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DFFVX vs. PFSVX commentary
May 09, 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 Buy and PFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. PFSVX (39.4M). DFFVX pays higher dividends than PFSVX: DFFVX (1.71) vs PFSVX (0.29). 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: 148.82 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 : -1.46 vs. PFSVX (-19.24).
| 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 | -7.744 | -14.579 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 39.4M | 30,457% |
| Annual Yield % from dividends | 1.71 | 0.29 | 595% |
| Returns for 1 year | -1.46 | -19.24 | 8% |
| Returns for 3 years | 17.38 | 2.66 | 653% |
| Returns for 5 years | 105.40 | N/A | - |
| Returns for 10 years | 45.11 | N/A | - |
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