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DFSVX vs PSVIX
DFSVX vs PSVIX Comparison
Open Charts DFSVX vs PSVIX
DFA US Small Cap Value I
Price$46.80
Change+$0.63 (+1.36%)
VolumeN/A
Net Assets15.22B
Virtus NFJ Small-Cap Value Inst
Price$14.72
Change+$0.19 (+1.31%)
VolumeN/A
Net Assets247.69M
DFSVX vs PSVIX Comparison Chart in %
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DFSVX vs. PSVIX commentary
Aug 05, 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 PSVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. PSVIX (248M). DFSVX pays higher dividends than PSVIX: DFSVX (1.64) vs PSVIX (1.24). DFSVX was incepted earlier than PSVIX: DFSVX (32 years) vs PSVIX (34 years). PSVIX (0.90) is less costly to investors than DFSVX (0.31). PSVIX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSVIX: DFSVX (0) vs PSVIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 2.03 vs. PSVIX (-5.93). DFSVX return over 5 years is better than : 80.20 vs. PSVIX (12.97).
| DFSVX | PSVIX | DFSVX / PSVIX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | -2.676 | -6.799 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 248M | 6,129% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 2.03 | -5.93 | -34% |
| Returns for 3 years | 17.84 | -10.25 | -174% |
| Returns for 5 years | 80.20 | 12.97 | 618% |
| Returns for 10 years | 46.33 | -41.27 | -112% |
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