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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
PIMCO RAE US Small Instl
Price$11.74
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets1.73B
DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX commentary
Jan 19, 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: 16.7B vs. PMJIX (1.73B). DFSVX pays higher dividends than PMJIX: DFSVX (1.44) vs PMJIX (1.36). DFSVX was incepted earlier than PMJIX: DFSVX (32 years) vs PMJIX (10 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 : 25.46 vs. DFSVX (17.38). DFSVX return over 5 years is better than : 51.83 vs. PMJIX (10.25).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 2.948 | 2.982 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.73B | 964% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 17.38 | 25.46 | 68% |
| Returns for 3 years | 16.94 | 28.04 | 60% |
| Returns for 5 years | 51.83 | 10.25 | 506% |
| Returns for 10 years | 57.77 | N/A | - |