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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
DFSVX vs PMJPX Comparison Chart
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DFSVX vs. PMJPX commentary
May 09, 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 PMJPX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. PMJPX (1.75B). DFSVX pays higher dividends than PMJPX: DFSVX (1.75) vs PMJPX (0.95). DFSVX was incepted earlier than PMJPX: DFSVX (32 years) vs PMJPX (10 years). PMJPX (0.61) is less costly to investors than DFSVX (0.31). PMJPX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PMJPX: DFSVX (0) vs PMJPX (1000000). PMJPX annual gain was more profitable for investors over the last year : -1.81 vs. DFSVX (-3.50). DFSVX return over 5 years is better than : 92.33 vs. PMJPX (33.63).
| DFSVX | PMJPX | DFSVX / PMJPX | |
| Total Expense Ratio | 0.31 | 0.60 | 52% |
| Annual Report Gross Expense Ratio | 0.31 | 0.61 | 51% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -9.256 | -11.131 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 1.75B | 812% |
| Annual Yield % from dividends | 1.75 | 0.95 | 183% |
| Returns for 1 year | -3.50 | -1.81 | 194% |
| Returns for 3 years | 13.02 | 17.80 | 73% |
| Returns for 5 years | 92.33 | 33.63 | 275% |
| Returns for 10 years | 28.50 | N/A | - |
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