Interact to see
Advertisement
Advertisement
DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
PIMCO RAE US Small Instl
Price$10.54
Change+$0.14 (+1.35%)
VolumeN/A
Net Assets1.87B
DFSVX vs PMJIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PMJIX commentary
Jun 07, 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: 14.8B vs. PMJIX (1.87B). 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). DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. PMJIX (-1.76). DFSVX return over 5 years is better than : 68.62 vs. PMJIX (16.34).
| 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 | -6.110 | -8.772 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.87B | 793% |
| Annual Yield % from dividends | 1.65 | 0.95 | 173% |
| Returns for 1 year | 0.94 | -1.76 | -53% |
| Returns for 3 years | 7.43 | 9.62 | 77% |
| Returns for 5 years | 68.62 | 16.34 | 420% |
| Returns for 10 years | 33.33 | 18.13 | 184% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers