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DFSVX vs PSCMX
DFSVX vs PSCMX Comparison
Open Charts DFSVX vs PSCMX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
Putnam Small Cap Value R6
Price$17.95
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets273.36M
DFSVX vs PSCMX Comparison Chart in %
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DFSVX vs. PSCMX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. PSCMX (273M). DFSVX pays higher dividends than PSCMX: DFSVX (1.64) vs PSCMX (0.93). DFSVX was incepted earlier than PSCMX: DFSVX (33 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 : 7.49 vs. PSCMX (1.52). PSCMX (92.03) and DFSVX (90.25) 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 | 33 years | 12 years | - |
| Gain YTD | 6.120 | 6.206 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 273M | 6,081% |
| Annual Yield % from dividends | 1.64 | 0.93 | 176% |
| Returns for 1 year | 7.49 | 1.52 | 494% |
| Returns for 3 years | 27.42 | 18.21 | 151% |
| Returns for 5 years | 90.25 | 92.03 | 98% |
| Returns for 10 years | 63.42 | 29.80 | 213% |
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