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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$45.63
Change-$0.38 (-0.83%)
VolumeN/A
Net Assets15.35B
PIMCO RAE US Small Instl
Price$10.62
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets1.75B
DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX commentary
May 15, 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 PMJIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. PMJIX (1.75B). DFSVX pays higher dividends than PMJIX: DFSVX (1.75) vs PMJIX (0.99). DFSVX was incepted earlier than PMJIX: DFSVX (32 years) vs PMJIX (10 years). PMJIX (0.51) is less costly to investors than DFSVX (0.31). PMJIX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). 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 : 0.88 vs. DFSVX (0.49). DFSVX return over 5 years is better than : 124.24 vs. PMJIX (55.30).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | 0.31 | 0.50 | 62% |
| Annual Report Gross Expense Ratio | 0.31 | 0.51 | 61% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -4.786 | -6.579 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 1.75B | 875% |
| Annual Yield % from dividends | 1.75 | 0.99 | 177% |
| Returns for 1 year | 0.49 | 0.88 | 56% |
| Returns for 3 years | 17.97 | 22.86 | 79% |
| Returns for 5 years | 124.24 | 55.30 | 225% |
| Returns for 10 years | 34.38 | N/A | - |