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DFSVX vs PVCIX
DFSVX vs PVCIX Comparison
Open Charts DFSVX vs PVCIX
DFA US Small Cap Value I
Price$45.41
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets14.91B
Palm Valley Capital Institutional
Price$12.36
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets256.11M
DFSVX vs PVCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. PVCIX (256M). PVCIX pays higher dividends than DFSVX: PVCIX (3.98) vs DFSVX (1.65). DFSVX was incepted earlier than PVCIX: DFSVX (32 years) vs PVCIX (2 years). PVCIX (1.29) is less costly to investors than DFSVX (0.31). PVCIX is a more actively managed with annual turnover of: 64.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PVCIX: DFSVX (0) vs PVCIX (500000). DFSVX annual gain was more profitable for investors over the last year : 2.38 vs. PVCIX (1.49).
| DFSVX | PVCIX | DFSVX / PVCIX | |
| Total Expense Ratio | 0.31 | 1.01 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.29 | 24% |
| Fund Existence | 32 years | 2 years | - |
| Gain YTD | -6.462 | 1.808 | -357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 256M | 5,820% |
| Annual Yield % from dividends | 1.65 | 3.98 | 41% |
| Returns for 1 year | 2.38 | 1.49 | 160% |
| Returns for 3 years | 25.18 | N/A | - |
| Returns for 5 years | 84.12 | N/A | - |
| Returns for 10 years | 30.43 | N/A | - |
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