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DFSVX vs PFSVX
DFSVX vs PFSVX Comparison
Open Charts DFSVX vs PFSVX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
iMGP Small Company Fund Instl Cl
Price$12.78
Change+$0.30 (+2.40%)
VolumeN/A
Net Assets39.36M
DFSVX vs PFSVX Comparison Chart
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DFSVX vs. PFSVX commentary
May 09, 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: 14.2B vs. PFSVX (39.4M). DFSVX pays higher dividends than PFSVX: DFSVX (1.75) vs PFSVX (0.29). DFSVX was incepted earlier than PFSVX: DFSVX (32 years) vs PFSVX (5 years). PFSVX (1.23) 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 : -3.50 vs. PFSVX (-19.24).
| DFSVX | PFSVX | DFSVX / PFSVX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | -9.256 | -14.579 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 39.4M | 36,041% |
| Annual Yield % from dividends | 1.75 | 0.29 | 608% |
| Returns for 1 year | -3.50 | -19.24 | 18% |
| Returns for 3 years | 13.02 | 2.66 | 489% |
| Returns for 5 years | 92.33 | N/A | - |
| Returns for 10 years | 28.50 | N/A | - |
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