Interact to see
Advertisement
Advertisement
DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$46.17
Change-$0.88 (-1.87%)
VolumeN/A
Net Assets15.22B
DFSVX vs PMJPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PMJPX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. PMJPX (1.95B). DFSVX pays higher dividends than PMJPX: DFSVX (1.64) vs PMJPX (0.88). 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 : -3.11 vs. PMJPX (-3.67). DFSVX return over 5 years is better than : 85.12 vs. PMJPX (23.63).
| 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 | -3.986 | -7.035 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.95B | 779% |
| Annual Yield % from dividends | 1.64 | 0.88 | 186% |
| Returns for 1 year | -3.11 | -3.67 | 85% |
| Returns for 3 years | 16.99 | 21.98 | 77% |
| Returns for 5 years | 85.12 | 23.63 | 360% |
| Returns for 10 years | 42.88 | 22.39 | 192% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HWTIX | 11.27 | 0.08 | +0.71% |
| Hotchkis & Wiley Intl Sm Cp Dvsfd Val I | |||
| HAVLX | 22.57 | -0.17 | -0.75% |
| Harbor Large Cap Value Instl | |||
| TRGZX | 37.29 | -0.49 | -1.30% |
| T. Rowe Price Emerging Markets Stock Z | |||
| CCERX | 27.91 | -0.45 | -1.59% |
| Columbia Large Cap Enhanced Core R | |||
| GSAOX | 16.57 | -0.35 | -2.07% |
| Goldman Sachs Small Cap Gr Insghts A | |||