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DFSVX vs PEVAX
DFSVX vs PEVAX Comparison
Open Charts DFSVX vs PEVAX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
PACE Small/Medium Co Value Equity A
Price$19.33
Change-$0.20 (-1.02%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PEVAX Comparison Chart
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DFSVX vs. PEVAX 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 StrongBuy and PEVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PEVAX (272M). DFSVX pays higher dividends than PEVAX: DFSVX (1.44) vs PEVAX (0.46). DFSVX was incepted earlier than PEVAX: DFSVX (32 years) vs PEVAX (24 years). PEVAX is a more actively managed with annual turnover of: 36.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than PEVAX: DFSVX (0) vs PEVAX (1000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. PEVAX (19.25). DFSVX return over 5 years is better than : 55.21 vs. PEVAX (5.92).
| DFSVX | PEVAX | DFSVX / PEVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.788 | 6.326 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 272M | 6,140% |
| Annual Yield % from dividends | 1.44 | 0.46 | 310% |
| Returns for 1 year | 22.84 | 19.25 | 119% |
| Returns for 3 years | 17.09 | -22.71 | -75% |
| Returns for 5 years | 55.21 | 5.92 | 933% |
| Returns for 10 years | 44.49 | -7.71 | -577% |
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