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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
DFSVX vs PMJAX Comparison Chart
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DFSVX vs. PMJAX commentary
Nov 18, 2024
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: 17.4B vs. PMJAX (1.56B). DFSVX pays higher dividends than PMJAX: DFSVX (1.44) vs PMJAX (1.26). DFSVX was incepted earlier than PMJAX: DFSVX (32 years) vs PMJAX (9 years). PMJAX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). 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 : 40.88 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. PMJAX (12.89).
| DFSVX | PMJAX | DFSVX / PMJAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 14.541 | 24.838 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.56B | 1,115% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 26.86 | 40.88 | 66% |
| Returns for 3 years | 7.13 | -26.39 | -27% |
| Returns for 5 years | 56.90 | 12.89 | 442% |
| Returns for 10 years | 48.27 | N/A | - |
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