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DFSVX vs PVFIX
DFSVX vs PVFIX Comparison
Open Charts DFSVX vs PVFIX
DFA US Small Cap Value I
Price$39.38
Change-$0.35 (-0.88%)
VolumeN/A
Net Assets13.19B
DFSVX vs PVFIX Comparison Chart
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DFSVX vs. PVFIX commentary
Apr 08, 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: 13.2B vs. PVFIX (31.2M). PVFIX pays higher dividends than DFSVX: PVFIX (2.08) vs DFSVX (1.65). DFSVX was incepted earlier than PVFIX: DFSVX (32 years) vs PVFIX (22 years). PVFIX (1.67) is less costly to investors than DFSVX (0.31). PVFIX is a more actively managed with annual turnover of: 22.90 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 : -11.80 vs. PVFIX (-13.97). DFSVX return over 5 years is better than : 118.66 vs. PVFIX (52.94).
| DFSVX | PVFIX | DFSVX / PVFIX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.67 | 19% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -17.782 | -10.645 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 31.2M | 42,308% |
| Annual Yield % from dividends | 1.65 | 2.08 | 79% |
| Returns for 1 year | -11.80 | -13.97 | 85% |
| Returns for 3 years | -3.00 | -1.53 | 196% |
| Returns for 5 years | 118.66 | 52.94 | 224% |
| Returns for 10 years | 16.40 | -8.74 | -188% |
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