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DFSVX vs PSVIX
DFSVX vs PSVIX Comparison
Open Charts DFSVX vs PSVIX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
Virtus NFJ Small-Cap Value Inst
Price$15.99
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets267.13M
DFSVX vs PSVIX Comparison Chart in %
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DFSVX vs. PSVIX 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 PSVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. PSVIX (267M). DFSVX pays higher dividends than PSVIX: DFSVX (1.64) vs PSVIX (1.24). DFSVX was incepted earlier than PSVIX: DFSVX (33 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 : 7.49 vs. PSVIX (-0.74). DFSVX return over 5 years is better than : 90.25 vs. PSVIX (22.10).
| DFSVX | PSVIX | DFSVX / PSVIX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 6.120 | 2.566 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 267M | 6,217% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 7.49 | -0.74 | -1,018% |
| Returns for 3 years | 27.42 | 1.17 | 2,336% |
| Returns for 5 years | 90.25 | 22.10 | 408% |
| Returns for 10 years | 63.42 | -33.10 | -192% |
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