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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$50.86
Change+$0.44 (+0.87%)
VolumeN/A
Net Assets16.54B
Virtus NFJ Small-Cap Value A
Price$12.07
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets259.33M
DFSVX vs PCVAX Comparison Chart in %
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DFSVX vs. PCVAX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. PCVAX (259M). DFSVX pays higher dividends than PCVAX: DFSVX (1.66) vs PCVAX (1.28). DFSVX was incepted earlier than PCVAX: DFSVX (33 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 : 8.72 vs. PCVAX (-2.80). DFSVX return over 5 years is better than : 98.88 vs. PCVAX (13.76).
| DFSVX | PCVAX | DFSVX / PCVAX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 6.279 | 0.835 | 752% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 259M | 6,371% |
| Annual Yield % from dividends | 1.66 | 1.28 | 130% |
| Returns for 1 year | 8.72 | -2.80 | -311% |
| Returns for 3 years | 35.46 | 0.15 | 24,178% |
| Returns for 5 years | 98.88 | 13.76 | 719% |
| Returns for 10 years | 65.67 | -45.09 | -146% |
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