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DFSVX vs PCVAX
DFSVX vs PCVAX Comparison
Open Charts DFSVX vs PCVAX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Virtus NFJ Small-Cap Value A
Price$11.67
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets248.47M
DFSVX vs PCVAX Comparison Chart in %
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DFSVX vs. PCVAX commentary
Oct 19, 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 PCVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PCVAX (248M). DFSVX pays higher dividends than PCVAX: DFSVX (1.66) vs PCVAX (1.28). 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: 48.00 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 : 0.38 vs. PCVAX (-9.20). DFSVX return over 5 years is better than : 80.47 vs. PCVAX (5.28).
| 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 | 2.475 | -2.506 | -99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 248M | 6,411% |
| Annual Yield % from dividends | 1.66 | 1.28 | 130% |
| Returns for 1 year | 0.38 | -9.20 | -4% |
| Returns for 3 years | 28.43 | -0.49 | -5,838% |
| Returns for 5 years | 80.47 | 5.28 | 1,523% |
| Returns for 10 years | 55.60 | -48.03 | -116% |
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