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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Virtus NFJ Small-Cap Value A
Price$12.05
Change+$0.14 (+1.18%)
VolumeN/A
Net Assets260.42M
DFSVX vs PCVAX Comparison Chart in %
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DFSVX vs. PCVAX commentary
Sep 29, 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: 16.5B vs. PCVAX (260M). 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 : 6.87 vs. PCVAX (-3.58). DFSVX return over 5 years is better than : 108.39 vs. PCVAX (18.99).
| 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 | 5.663 | 0.668 | 847% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 260M | 6,346% |
| Annual Yield % from dividends | 1.52 | 1.26 | 121% |
| Returns for 1 year | 6.87 | -3.58 | -192% |
| Returns for 3 years | 43.95 | 6.40 | 687% |
| Returns for 5 years | 108.39 | 18.99 | 571% |
| Returns for 10 years | 73.20 | -42.62 | -172% |
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