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DFSVX vs PSCMX
DFSVX vs PSCMX Comparison
Open Charts DFSVX vs PSCMX
DFA US Small Cap Value I
Price$48.52
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.06B
Putnam Small Cap Value R6
Price$17.12
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets263.85M
DFSVX vs PSCMX Comparison Chart in %
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DFSVX vs. PSCMX commentary
Jul 15, 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 StrongBuy and PSCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PSCMX (264M). DFSVX pays higher dividends than PSCMX: DFSVX (1.67) vs PSCMX (0.92). DFSVX was incepted earlier than PSCMX: DFSVX (32 years) vs PSCMX (12 years). PSCMX (0.76) is less costly to investors than DFSVX (0.31). PSCMX is a more actively managed with annual turnover of: 86.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSCMX: DFSVX (0) vs PSCMX (500). DFSVX annual gain was more profitable for investors over the last year : 5.01 vs. PSCMX (-0.78). PSCMX (98.62) and DFSVX (95.58) have equivalent 5 years return.
| DFSVX | PSCMX | DFSVX / PSCMX | |
| Total Expense Ratio | 0.31 | 0.76 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 0.901 | 1.182 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 264M | 6,098% |
| Annual Yield % from dividends | 1.67 | 0.92 | 180% |
| Returns for 1 year | 5.01 | -0.78 | -639% |
| Returns for 3 years | 33.39 | 21.18 | 158% |
| Returns for 5 years | 95.58 | 98.62 | 97% |
| Returns for 10 years | 45.23 | 16.64 | 272% |
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