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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
DFSVX vs PMJAX Comparison Chart in %
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DFSVX vs. PMJAX commentary
Sep 07, 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: 16.8B vs. PMJAX (2.71B). DFSVX pays higher dividends than PMJAX: DFSVX (1.52) vs PMJAX (0.74). DFSVX was incepted earlier than PMJAX: DFSVX (33 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 : 11.40 vs. PMJAX (8.77). DFSVX return over 5 years is better than : 94.21 vs. PMJAX (25.58).
| DFSVX | PMJAX | DFSVX / PMJAX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.765 | 2.017 | 335% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.71B | 621% |
| Annual Yield % from dividends | 1.52 | 0.74 | 206% |
| Returns for 1 year | 11.40 | 8.77 | 130% |
| Returns for 3 years | 35.36 | 38.02 | 93% |
| Returns for 5 years | 94.21 | 25.58 | 368% |
| Returns for 10 years | 64.86 | 35.32 | 184% |
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