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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$46.03
Change-$0.81 (-1.73%)
VolumeN/A
CapitalizationN/A
PIMCO RAE US Small Instl
Price$10.59
Change-$0.17 (-1.58%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX commentary
Sep 08, 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 StrongSell and PMJIX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. PMJIX (1.39B). DFSVX pays higher dividends than PMJIX: DFSVX (1.44) vs PMJIX (1.36). DFSVX was incepted earlier than PMJIX: DFSVX (32 years) vs PMJIX (9 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 : 22.85 vs. DFSVX (15.15). DFSVX return over 5 years is better than : 57.18 vs. PMJIX (11.76).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 5.021 | 11.734 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 1.39B | 1,125% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 15.15 | 22.85 | 66% |
| Returns for 3 years | 7.53 | -25.64 | -29% |
| Returns for 5 years | 57.18 | 11.76 | 486% |
| Returns for 10 years | 33.02 | N/A | - |
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