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DFSVX vs PSCMX
DFSVX vs PSCMX Comparison
Open Charts DFSVX vs PSCMX
DFA US Small Cap Value I
Price$45.14
Change+$0.77 (+1.74%)
VolumeN/A
Net Assets14.64B
Putnam Small Cap Value R6
Price$16.18
Change+$0.28 (+1.76%)
VolumeN/A
Net Assets258.77M
DFSVX vs PSCMX Comparison Chart
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DFSVX vs. PSCMX commentary
Jun 04, 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 PSCMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. PSCMX (259M). DFSVX pays higher dividends than PSCMX: DFSVX (1.65) vs PSCMX (0.96). DFSVX was incepted earlier than PSCMX: DFSVX (32 years) vs PSCMX (12 years). PSCMX (0.78) 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 : -1.09 vs. PSCMX (-4.05). PSCMX return over 5 years is better than : 80.45 vs. DFSVX (76.03).
| DFSVX | PSCMX | DFSVX / PSCMX | |
| Total Expense Ratio | 0.31 | 0.78 | 40% |
| Annual Report Gross Expense Ratio | 0.31 | 0.78 | 40% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -6.586 | -6.028 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 259M | 5,637% |
| Annual Yield % from dividends | 1.65 | 0.96 | 172% |
| Returns for 1 year | -1.09 | -4.05 | 27% |
| Returns for 3 years | 9.20 | 0.47 | 1,969% |
| Returns for 5 years | 76.03 | 80.45 | 95% |
| Returns for 10 years | 31.12 | 7.67 | 406% |