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DFSVX vs PFSVX
DFSVX vs PFSVX Comparison
Open Charts DFSVX vs PFSVX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
iMGP Small Company Fund Instl Cl
Price$12.19
Change-$1.05 (-7.93%)
VolumeN/A
Net Assets43.54M
DFSVX vs PFSVX Comparison Chart
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DFSVX vs. PFSVX commentary
Apr 05, 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 Hold and PFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. PFSVX (43.5M). 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 (1.23) is less costly to investors than DFSVX (0.31). PFSVX is a more actively managed with annual turnover of: 56.46 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 : -0.75 vs. PFSVX (-14.93).
| 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 | -6.586 | -9.377 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 43.5M | 34,483% |
| Annual Yield % from dividends | 1.65 | 0.28 | 598% |
| Returns for 1 year | -0.75 | -14.93 | 5% |
| Returns for 3 years | 7.99 | -5.69 | -140% |
| Returns for 5 years | 148.44 | N/A | - |
| Returns for 10 years | 31.44 | N/A | - |
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