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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.71B
Virtus NFJ Small-Cap Value A
Price$11.33
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets236.11M
DFSVX vs PCVAX Comparison Chart in %
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DFSVX vs. PCVAX commentary
Nov 20, 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 Hold and PCVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. PCVAX (236M). DFSVX pays higher dividends than PCVAX: DFSVX (1.69) vs PCVAX (1.32). DFSVX was incepted earlier than PCVAX: DFSVX (33 years) vs PCVAX (29 years). PCVAX (1.24) is less costly to investors than DFSVX (0.31). PCVAX is a more actively managed with annual turnover of: 48.00 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 : -3.14 vs. PCVAX (-13.08). DFSVX return over 5 years is better than : 60.60 vs. PCVAX (-6.81).
| DFSVX | PCVAX | DFSVX / PCVAX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 1.243 | -5.597 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 236M | 6,653% |
| Annual Yield % from dividends | 1.69 | 1.32 | 128% |
| Returns for 1 year | -3.14 | -13.08 | 24% |
| Returns for 3 years | 17.48 | -11.77 | -148% |
| Returns for 5 years | 60.60 | -6.81 | -890% |
| Returns for 10 years | 53.59 | -49.10 | -109% |
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