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DFSVX vs PVCIX
DFSVX vs PVCIX Comparison
Open Charts DFSVX vs PVCIX
DFA US Small Cap Value I
Price$46.17
Change-$0.88 (-1.87%)
VolumeN/A
Net Assets15.51B
Palm Valley Capital Institutional
Price$12.35
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets229.17M
DFSVX vs PVCIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PVCIX (229M). PVCIX pays higher dividends than DFSVX: PVCIX (3.95) vs DFSVX (1.64). 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). PVCIX annual gain was more profitable for investors over the last year : -0.33 vs. DFSVX (-4.31).
| 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 | -2.156 | 1.561 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 229M | 6,769% |
| Annual Yield % from dividends | 1.64 | 3.95 | 42% |
| Returns for 1 year | -4.31 | -0.33 | 1,314% |
| Returns for 3 years | 17.73 | N/A | - |
| Returns for 5 years | 88.65 | N/A | - |
| Returns for 10 years | 45.69 | N/A | - |
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