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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
PIMCO RAE US Small I-2
Price$11.07
Change-$0.05 (-0.45%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PMJPX Comparison Chart
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DFSVX vs. PMJPX commentary
Sep 21, 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 StrongBuy and PMJPX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PMJPX (1.37B). 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 : 32.14 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. PMJPX (11.94).
| 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 | 8.788 | 17.053 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.37B | 1,221% |
| Annual Yield % from dividends | 1.44 | 1.34 | 107% |
| Returns for 1 year | 22.84 | 32.14 | 71% |
| Returns for 3 years | 17.09 | -19.39 | -88% |
| Returns for 5 years | 55.21 | 11.94 | 463% |
| Returns for 10 years | 44.49 | N/A | - |
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