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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
DFSVX vs PMJAX Comparison Chart
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DFSVX vs. PMJAX commentary
Jun 16, 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 PMJAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. PMJAX (1.87B). DFSVX pays higher dividends than PMJAX: DFSVX (1.65) vs PMJAX (0.82). DFSVX was incepted earlier than PMJAX: DFSVX (32 years) vs PMJAX (10 years). PMJAX (0.91) is less costly to investors than DFSVX (0.31). PMJAX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PMJAX: DFSVX (0) vs PMJAX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. PMJAX (-2.22). DFSVX return over 5 years is better than : 86.94 vs. PMJAX (23.19).
| DFSVX | PMJAX | DFSVX / PMJAX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -6.462 | -9.533 | 68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.87B | 798% |
| Annual Yield % from dividends | 1.65 | 0.82 | 202% |
| Returns for 1 year | 1.83 | -2.22 | -83% |
| Returns for 3 years | 19.38 | 21.09 | 92% |
| Returns for 5 years | 86.94 | 23.19 | 375% |
| Returns for 10 years | 30.89 | 9.22 | 335% |
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