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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
DFSVX vs PMJAX Comparison Chart
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DFSVX vs. PMJAX commentary
Apr 12, 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 Hold and PMJAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. PMJAX (1.8B). DFSVX pays higher dividends than PMJAX: DFSVX (1.65) vs PMJAX (0.81). 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 : -8.37 vs. DFSVX (-10.09). DFSVX return over 5 years is better than : 81.60 vs. PMJAX (25.74).
| 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 | -17.140 | -17.140 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.8B | 728% |
| Annual Yield % from dividends | 1.65 | 0.81 | 204% |
| Returns for 1 year | -10.09 | -8.37 | 121% |
| Returns for 3 years | -1.27 | 0.32 | -399% |
| Returns for 5 years | 81.60 | 25.74 | 317% |
| Returns for 10 years | 16.53 | N/A | - |