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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$40.36
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets13.41B
DFSVX vs PMJPX Comparison Chart
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DFSVX vs. PMJPX commentary
Apr 17, 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 PMJPX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.4B vs. PMJPX (1.8B). DFSVX pays higher dividends than PMJPX: DFSVX (1.65) vs PMJPX (0.91). 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 : -3.11 vs. DFSVX (-7.22). DFSVX return over 5 years is better than : 101.66 vs. PMJPX (44.07).
| 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 | -16.478 | -15.049 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 1.8B | 744% |
| Annual Yield % from dividends | 1.65 | 0.91 | 181% |
| Returns for 1 year | -7.22 | -3.11 | 232% |
| Returns for 3 years | -2.18 | 1.31 | -166% |
| Returns for 5 years | 101.66 | 44.07 | 231% |
| Returns for 10 years | 18.74 | N/A | - |
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