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DFSVX vs PVEYX
DFSVX vs PVEYX Comparison
Open Charts DFSVX vs PVEYX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
PACE Small/Medium Co Value Equity Y
Price$20.71
Change-$0.22 (-1.05%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PVEYX Comparison Chart
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DFSVX vs. PVEYX commentary
Sep 21, 2024
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 PVEYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PVEYX (272M). DFSVX pays higher dividends than PVEYX: DFSVX (1.44) vs PVEYX (0.61). DFSVX was incepted earlier than PVEYX: DFSVX (32 years) vs PVEYX (24 years). PVEYX is a more actively managed with annual turnover of: 36.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than PVEYX: DFSVX (0) vs PVEYX (2000000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. PVEYX (19.59). DFSVX return over 5 years is better than : 55.21 vs. PVEYX (9.20).
| DFSVX | PVEYX | DFSVX / PVEYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.788 | 6.533 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 272M | 6,140% |
| Annual Yield % from dividends | 1.44 | 0.61 | 236% |
| Returns for 1 year | 22.84 | 19.59 | 117% |
| Returns for 3 years | 17.09 | -20.60 | -83% |
| Returns for 5 years | 55.21 | 9.20 | 600% |
| Returns for 10 years | 44.49 | -2.40 | -1,851% |
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