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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
DFSVX vs PMJAX Comparison Chart
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DFSVX vs. PMJAX commentary
Mar 11, 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: 15.1B vs. PMJAX (1.87B). DFSVX pays higher dividends than PMJAX: DFSVX (1.51) vs PMJAX (0.78). 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). PMJAX annual gain was more profitable for investors over the last year : 3.72 vs. DFSVX (1.80). DFSVX return over 5 years is better than : 75.27 vs. PMJAX (16.24).
| 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 | -6.267 | -6.966 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 1.87B | 807% |
| Annual Yield % from dividends | 1.51 | 0.78 | 194% |
| Returns for 1 year | 1.80 | 3.72 | 49% |
| Returns for 3 years | 12.27 | 15.11 | 81% |
| Returns for 5 years | 75.27 | 16.24 | 464% |
| Returns for 10 years | 39.08 | N/A | - |