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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
PIMCO RAE US Small Instl
Price$11.47
Change-$0.43 (-3.61%)
VolumeN/A
CapitalizationN/A
DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX commentary
Dec 19, 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 Hold and PMJIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. PMJIX (1.8B). DFSVX pays higher dividends than PMJIX: DFSVX (1.44) vs PMJIX (1.36). DFSVX was incepted earlier than PMJIX: DFSVX (32 years) vs PMJIX (10 years). PMJIX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than PMJIX: DFSVX (0) vs PMJIX (1000000). PMJIX annual gain was more profitable for investors over the last year : 19.04 vs. DFSVX (9.08). DFSVX return over 5 years is better than : 46.31 vs. PMJIX (7.77).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 8.833 | 19.107 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.8B | 939% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 9.08 | 19.04 | 48% |
| Returns for 3 years | 19.68 | 32.26 | 61% |
| Returns for 5 years | 46.31 | 7.77 | 596% |
| Returns for 10 years | 46.90 | N/A | - |
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