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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Virtus NFJ Small-Cap Value A
Price$12.73
Change-$0.15 (-1.16%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PCVAX Comparison Chart
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DFSVX vs. PCVAX commentary
Sep 21, 2024
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: 16.7B vs. PCVAX (335M). PCVAX pays higher dividends than DFSVX: PCVAX (2.15) vs DFSVX (1.44). DFSVX was incepted earlier than PCVAX: DFSVX (32 years) vs PCVAX (28 years). PCVAX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). 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 : 22.84 vs. PCVAX (9.70). DFSVX return over 5 years is better than : 55.21 vs. PCVAX (-8.99).
| DFSVX | PCVAX | DFSVX / PCVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 8.788 | 6.835 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 335M | 4,985% |
| Annual Yield % from dividends | 1.44 | 2.15 | 67% |
| Returns for 1 year | 22.84 | 9.70 | 236% |
| Returns for 3 years | 17.09 | -14.13 | -121% |
| Returns for 5 years | 55.21 | -8.99 | -614% |
| Returns for 10 years | 44.49 | -59.91 | -74% |
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