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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$50.85
Change+$2.10 (+4.31%)
VolumeN/A
Net Assets16.04B
Virtus NFJ Small-Cap Value A
Price$12.20
Change+$0.51 (+4.36%)
VolumeN/A
Net Assets257.44M
DFSVX vs PCVAX Comparison Chart in %
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DFSVX vs. PCVAX commentary
Aug 23, 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 PCVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. PCVAX (257M). DFSVX pays higher dividends than PCVAX: DFSVX (1.64) vs PCVAX (1.35). DFSVX was incepted earlier than PCVAX: DFSVX (32 years) vs PCVAX (29 years). PCVAX (1.23) is less costly to investors than DFSVX (0.31). PCVAX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PCVAX: DFSVX (0) vs PCVAX (2500). DFSVX annual gain was more profitable for investors over the last year : 9.63 vs. PCVAX (-4.11). DFSVX return over 5 years is better than : 95.15 vs. PCVAX (8.00).
| DFSVX | PCVAX | DFSVX / PCVAX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 5.746 | -2.339 | -246% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 257M | 6,226% |
| Annual Yield % from dividends | 1.64 | 1.35 | 122% |
| Returns for 1 year | 9.63 | -4.11 | -235% |
| Returns for 3 years | 25.14 | -11.50 | -218% |
| Returns for 5 years | 95.15 | 8.00 | 1,189% |
| Returns for 10 years | 72.89 | -44.31 | -164% |
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