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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
PIMCO RAE US Small I-2
Price$11.90
Change-$0.06 (-0.50%)
VolumeN/A
CapitalizationN/A
DFSVX vs PMJPX Comparison Chart
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DFSVX vs. PMJPX commentary
Nov 18, 2024
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: 17.4B vs. PMJPX (1.56B). DFSVX pays higher dividends than PMJPX: DFSVX (1.44) vs PMJPX (1.34). DFSVX was incepted earlier than PMJPX: DFSVX (32 years) vs PMJPX (9 years). PMJPX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). 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 : 41.24 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. PMJPX (15.91).
| DFSVX | PMJPX | DFSVX / PMJPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 14.541 | 25.263 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.56B | 1,115% |
| Annual Yield % from dividends | 1.44 | 1.34 | 107% |
| Returns for 1 year | 26.86 | 41.24 | 65% |
| Returns for 3 years | 7.13 | -24.93 | -29% |
| Returns for 5 years | 56.90 | 15.91 | 358% |
| Returns for 10 years | 48.27 | N/A | - |
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