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DFSVX vs PVFIX
DFSVX vs PVFIX Comparison
Open Charts DFSVX vs PVFIX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
DFSVX vs PVFIX Comparison Chart
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DFSVX vs. PVFIX commentary
May 23, 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 Hold and PVFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. PVFIX (32.5M). PVFIX pays higher dividends than DFSVX: PVFIX (2.10) vs DFSVX (1.75). DFSVX was incepted earlier than PVFIX: DFSVX (32 years) vs PVFIX (22 years). PVFIX (1.62) is less costly to investors than DFSVX (0.31). PVFIX is a more actively managed with annual turnover of: 21.72 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PVFIX: DFSVX (0) vs PVFIX (2500). DFSVX annual gain was more profitable for investors over the last year : -3.63 vs. PVFIX (-13.54). DFSVX return over 5 years is better than : 94.99 vs. PVFIX (48.21).
| DFSVX | PVFIX | DFSVX / PVFIX | |
| Total Expense Ratio | 0.31 | 1.32 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.62 | 19% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -8.573 | -6.691 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 32.5M | 44,923% |
| Annual Yield % from dividends | 1.75 | 2.10 | 83% |
| Returns for 1 year | -3.63 | -13.54 | 27% |
| Returns for 3 years | 12.64 | 4.90 | 258% |
| Returns for 5 years | 94.99 | 48.21 | 197% |
| Returns for 10 years | 28.61 | -7.83 | -365% |
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