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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$44.84
Change-$0.30 (-0.66%)
VolumeN/A
Net Assets14.8B
DFSVX vs PMJPX Comparison Chart
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DFSVX vs. PMJPX commentary
Jun 06, 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: 14.8B vs. PMJPX (1.87B). DFSVX pays higher dividends than PMJPX: DFSVX (1.65) vs PMJPX (0.92). 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). DFSVX annual gain was more profitable for investors over the last year : 0.09 vs. PMJPX (-0.60). DFSVX return over 5 years is better than : 66.65 vs. PMJPX (16.06).
| 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 | -7.207 | -8.014 | 90% |
| 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 | 0.92 | 180% |
| Returns for 1 year | 0.09 | -0.60 | -15% |
| Returns for 3 years | 8.48 | 13.18 | 64% |
| Returns for 5 years | 66.65 | 16.06 | 415% |
| Returns for 10 years | 30.24 | 16.86 | 179% |
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