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DFSVX vs PSLCX
DFSVX vs PSLCX Comparison
Open Charts DFSVX vs PSLCX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Putnam Small Cap Value C
Price$9.86
Change+$0.18 (+1.86%)
VolumeN/A
Net Assets244.63M
DFSVX vs PSLCX Comparison Chart
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DFSVX vs. PSLCX commentary
May 09, 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 PSLCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. PSLCX (245M). DFSVX pays higher dividends than PSLCX: DFSVX (1.75) vs PSLCX (0.78). DFSVX was incepted earlier than PSLCX: DFSVX (32 years) vs PSLCX (26 years). PSLCX (1.93) is less costly to investors than DFSVX (0.31). PSLCX is a more actively managed with annual turnover of: 83.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSLCX: DFSVX (0) vs PSLCX (500). DFSVX annual gain was more profitable for investors over the last year : -5.35 vs. PSLCX (-10.01). DFSVX return over 5 years is better than : 87.98 vs. PSLCX (76.31).
| DFSVX | PSLCX | DFSVX / PSLCX | |
| Total Expense Ratio | 0.31 | 1.93 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.93 | 16% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -11.305 | -8.979 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 245M | 5,796% |
| Annual Yield % from dividends | 1.75 | 0.78 | 225% |
| Returns for 1 year | -5.35 | -10.01 | 53% |
| Returns for 3 years | 7.50 | -8.49 | -88% |
| Returns for 5 years | 87.98 | 76.31 | 115% |
| Returns for 10 years | 25.81 | -23.84 | -108% |
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