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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
PIMCO RAE US Small Instl
Price$12.07
Change-$0.06 (-0.49%)
VolumeN/A
CapitalizationN/A
DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX 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 PMJIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. PMJIX (1.56B). 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 : 41.30 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. PMJIX (17.06).
| 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 | 14.541 | 25.337 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.56B | 1,115% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 26.86 | 41.30 | 65% |
| Returns for 3 years | 7.13 | -24.35 | -29% |
| Returns for 5 years | 56.90 | 17.06 | 334% |
| Returns for 10 years | 48.27 | N/A | - |
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