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DFSVX vs PCVCX
DFSVX vs PCVCX Comparison
Open Charts DFSVX vs PCVCX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Virtus NFJ Small-Cap Value C
Price$10.44
Change-$0.12 (-1.14%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PCVCX Comparison Chart
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DFSVX vs. PCVCX 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 PCVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PCVCX (335M). PCVCX pays higher dividends than DFSVX: PCVCX (1.82) vs DFSVX (1.44). DFSVX was incepted earlier than PCVCX: DFSVX (32 years) vs PCVCX (28 years). PCVCX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than PCVCX: DFSVX (0) vs PCVCX (2500). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. PCVCX (7.08). DFSVX return over 5 years is better than : 53.86 vs. PCVCX (-18.03).
| DFSVX | PCVCX | DFSVX / PCVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 7.846 | 6.346 | 124% |
| 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 | 1.82 | 79% |
| Returns for 1 year | 19.84 | 7.08 | 280% |
| Returns for 3 years | 13.38 | -20.61 | -65% |
| Returns for 5 years | 53.86 | -18.03 | -299% |
| Returns for 10 years | 39.64 | -66.28 | -60% |
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