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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
PIMCO RAE US Small Instl
Price$11.55
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets2.51B
DFSVX vs PMJIX Comparison Chart in %
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DFSVX vs. PMJIX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. PMJIX (2.51B). DFSVX pays higher dividends than PMJIX: DFSVX (1.64) vs PMJIX (0.92). DFSVX was incepted earlier than PMJIX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : 7.49 vs. PMJIX (6.68). DFSVX return over 5 years is better than : 90.25 vs. PMJIX (27.40).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | 0.31 | 0.50 | 62% |
| Annual Report Gross Expense Ratio | 0.31 | 0.51 | 61% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.120 | 1.667 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 2.51B | 662% |
| Annual Yield % from dividends | 1.64 | 0.92 | 179% |
| Returns for 1 year | 7.49 | 6.68 | 112% |
| Returns for 3 years | 27.42 | 31.80 | 86% |
| Returns for 5 years | 90.25 | 27.40 | 329% |
| Returns for 10 years | 63.42 | 41.73 | 152% |
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