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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Virtus NFJ Small-Cap Value A
Price$12.25
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets268.32M
DFSVX vs PCVAX Comparison Chart in %
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DFSVX vs. PCVAX commentary
Sep 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 Buy and PCVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PCVAX (268M). DFSVX pays higher dividends than PCVAX: DFSVX (1.52) vs PCVAX (1.26). DFSVX was incepted earlier than PCVAX: DFSVX (33 years) vs PCVAX (29 years). PCVAX (1.23) is less costly to investors than DFSVX (0.31). PCVAX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PCVAX: DFSVX (0) vs PCVAX (2500). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. PCVAX (0.40). DFSVX return over 5 years is better than : 94.21 vs. PCVAX (13.47).
| DFSVX | PCVAX | DFSVX / PCVAX | |
| Total Expense Ratio | 0.31 | 1.17 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 6.765 | 2.339 | 289% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 268M | 6,269% |
| Annual Yield % from dividends | 1.52 | 1.26 | 121% |
| Returns for 1 year | 11.40 | 0.40 | 2,815% |
| Returns for 3 years | 35.36 | -0.03 | -135,700% |
| Returns for 5 years | 94.21 | 13.47 | 700% |
| Returns for 10 years | 64.86 | -43.93 | -148% |
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