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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$48.34
Change+$0.50 (+1.05%)
VolumeN/A
Net Assets15.88B
DFSVX vs PMJPX Comparison Chart in %
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DFSVX vs. PMJPX commentary
Jul 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 Hold and PMJPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PMJPX (1.95B). DFSVX pays higher dividends than PMJPX: DFSVX (1.67) vs PMJPX (0.89). 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 : 9.91 vs. PMJPX (4.63). DFSVX return over 5 years is better than : 111.91 vs. PMJPX (38.74).
| 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 | 0.526 | -3.829 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.95B | 815% |
| Annual Yield % from dividends | 1.67 | 0.89 | 187% |
| Returns for 1 year | 9.91 | 4.63 | 214% |
| Returns for 3 years | 32.52 | 36.32 | 90% |
| Returns for 5 years | 111.91 | 38.74 | 289% |
| Returns for 10 years | 44.57 | 23.91 | 186% |
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