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DFSVX vs PFSVX
DFSVX vs PFSVX Comparison
Open Charts DFSVX vs PFSVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
iMGP Small Company Fund Instl Cl
Price$14.41
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets42.28M
DFSVX vs PFSVX Comparison Chart in %
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DFSVX vs. PFSVX commentary
Jul 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: 16B vs. PFSVX (42.3M). DFSVX pays higher dividends than PFSVX: DFSVX (1.67) vs PFSVX (0.27). 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 : 0.60 vs. PFSVX (-13.05).
| 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 | 0.901 | -1.916 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 42.3M | 37,825% |
| Annual Yield % from dividends | 1.67 | 0.27 | 628% |
| Returns for 1 year | 0.60 | -13.05 | -5% |
| Returns for 3 years | 27.09 | 17.31 | 157% |
| Returns for 5 years | 94.25 | N/A | - |
| Returns for 10 years | 50.73 | N/A | - |
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