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DFSVX vs PSCMX
DFSVX vs PSCMX Comparison
Open Charts DFSVX vs PSCMX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Putnam Small Cap Value R6
Price$14.80
Change+$1.09 (+7.95%)
VolumeN/A
Net Assets218.96M
DFSVX vs PSCMX Comparison Chart
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DFSVX vs. PSCMX commentary
Apr 11, 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 Buy and PSCMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. PSCMX (219M). DFSVX pays higher dividends than PSCMX: DFSVX (1.65) vs PSCMX (0.97). DFSVX was incepted earlier than PSCMX: DFSVX (32 years) vs PSCMX (11 years). PSCMX (0.78) is less costly to investors than DFSVX (0.31). PSCMX is a more actively managed with annual turnover of: 83.00 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 : -15.85 vs. PSCMX (-17.76). PSCMX return over 5 years is better than : 84.98 vs. DFSVX (73.80).
| 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 | 11 years | - |
| Gain YTD | -20.700 | -18.972 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 219M | 5,799% |
| Annual Yield % from dividends | 1.65 | 0.97 | 170% |
| Returns for 1 year | -15.85 | -17.76 | 89% |
| Returns for 3 years | -5.38 | -14.58 | 37% |
| Returns for 5 years | 73.80 | 84.98 | 87% |
| Returns for 10 years | 11.58 | -5.85 | -198% |
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