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DFSVX vs PVCMX
DFSVX vs PVCMX Comparison
Open Charts DFSVX vs PVCMX
DFA US Small Cap Value I
Price$48.52
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.06B
Palm Valley Capital Investor
Price$12.45
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets232.84M
DFSVX vs PVCMX Comparison Chart in %
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DFSVX vs. PVCMX commentary
Jul 15, 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 StrongBuy and PVCMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PVCMX (233M). PVCMX pays higher dividends than DFSVX: PVCMX (3.63) vs DFSVX (1.67). DFSVX was incepted earlier than PVCMX: DFSVX (32 years) vs PVCMX (6 years). PVCMX (1.51) is less costly to investors than DFSVX (0.31). PVCMX is a more actively managed with annual turnover of: 64.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PVCMX: DFSVX (0) vs PVCMX (2500). DFSVX annual gain was more profitable for investors over the last year : 5.01 vs. PVCMX (1.02). DFSVX return over 5 years is better than : 95.58 vs. PVCMX (18.17).
| DFSVX | PVCMX | DFSVX / PVCMX | |
| Total Expense Ratio | 0.31 | 1.26 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.901 | 2.297 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 233M | 6,910% |
| Annual Yield % from dividends | 1.67 | 3.63 | 46% |
| Returns for 1 year | 5.01 | 1.02 | 492% |
| Returns for 3 years | 33.39 | 11.84 | 282% |
| Returns for 5 years | 95.58 | 18.17 | 526% |
| Returns for 10 years | 45.23 | N/A | - |
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