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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX commentary
Apr 04, 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 PMJIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. PMJIX (1.8B). DFSVX pays higher dividends than PMJIX: DFSVX (1.65) vs PMJIX (0.95). 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 : 1.74 vs. DFSVX (-0.75). DFSVX return over 5 years is better than : 148.44 vs. PMJIX (77.25).
| 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 | -6.586 | -6.667 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 1.8B | 833% |
| Annual Yield % from dividends | 1.65 | 0.95 | 174% |
| Returns for 1 year | -0.75 | 1.74 | -43% |
| Returns for 3 years | 7.99 | 11.36 | 70% |
| Returns for 5 years | 148.44 | 77.25 | 192% |
| Returns for 10 years | 31.44 | N/A | - |