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DFSVX vs PSCRX
DFSVX vs PSCRX Comparison
Open Charts DFSVX vs PSCRX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Putnam Small Cap Value R
Price$16.24
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PSCRX Comparison Chart
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DFSVX vs. PSCRX commentary
Oct 18, 2024
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 PSCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. PSCRX (285M). DFSVX pays higher dividends than PSCRX: DFSVX (1.44) vs PSCRX (0.40). DFSVX was incepted earlier than PSCRX: DFSVX (32 years) vs PSCRX (18 years). PSCRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than PSCRX: DFSVX (0) vs PSCRX (500). DFSVX annual gain was more profitable for investors over the last year : 28.36 vs. PSCRX (26.94). PSCRX return over 5 years is better than : 65.24 vs. DFSVX (60.88).
| DFSVX | PSCRX | DFSVX / PSCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 11.862 | 8.051 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 285M | 5,965% |
| Annual Yield % from dividends | 1.44 | 0.40 | 358% |
| Returns for 1 year | 28.36 | 26.94 | 105% |
| Returns for 3 years | 11.30 | 7.25 | 156% |
| Returns for 5 years | 60.88 | 65.24 | 93% |
| Returns for 10 years | 55.19 | 20.21 | 273% |
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