Interact to see
Advertisement
Advertisement
DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
DFSVX vs PMJAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PMJAX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PMJAX (2.51B). DFSVX pays higher dividends than PMJAX: DFSVX (1.64) vs PMJAX (0.79). 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 : 5.62 vs. PMJAX (4.16). DFSVX return over 5 years is better than : 80.15 vs. PMJAX (18.59).
| 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 | 1.483 | -1.833 | -81% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 2.51B | 642% |
| Annual Yield % from dividends | 1.64 | 0.79 | 209% |
| Returns for 1 year | 5.62 | 4.16 | 135% |
| Returns for 3 years | 16.09 | 20.93 | 77% |
| Returns for 5 years | 80.15 | 18.59 | 431% |
| Returns for 10 years | 50.63 | 24.80 | 204% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement