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DFSVX vs PFSVX
DFSVX vs PFSVX Comparison
Open Charts DFSVX vs PFSVX
DFA US Small Cap Value I
Price$45.86
Change-$0.44 (-0.95%)
VolumeN/A
Net Assets15.29B
iMGP Small Company Fund Instl Cl
Price$13.47
Change+$0.14 (+1.05%)
VolumeN/A
Net Assets39.79M
DFSVX vs PFSVX Comparison Chart in %
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DFSVX vs. PFSVX commentary
Jun 26, 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 PFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. PFSVX (39.8M). DFSVX pays higher dividends than PFSVX: DFSVX (1.65) vs PFSVX (0.28). DFSVX was incepted earlier than PFSVX: DFSVX (32 years) vs PFSVX (5 years). PFSVX (1.30) is less costly to investors than DFSVX (0.31). PFSVX is a more actively managed with annual turnover of: 148.82 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PFSVX: DFSVX (0) vs PFSVX (10000). DFSVX annual gain was more profitable for investors over the last year : 3.76 vs. PFSVX (-11.86).
| DFSVX | PFSVX | DFSVX / PFSVX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.30 | 24% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | -4.186 | -8.761 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 39.8M | 38,442% |
| Annual Yield % from dividends | 1.65 | 0.28 | 596% |
| Returns for 1 year | 3.76 | -11.86 | -32% |
| Returns for 3 years | 24.05 | 10.83 | 222% |
| Returns for 5 years | 95.10 | N/A | - |
| Returns for 10 years | 33.24 | N/A | - |
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