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DFSVX vs PCVCX
DFSVX vs PCVCX Comparison
Open Charts DFSVX vs PCVCX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Virtus NFJ Small-Cap Value C
Price$9.95
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets267.11M
DFSVX vs PCVCX Comparison Chart in %
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DFSVX vs. PCVCX commentary
Sep 09, 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 PCVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PCVCX (267M). DFSVX pays higher dividends than PCVCX: DFSVX (1.52) vs PCVCX (0.61). DFSVX was incepted earlier than PCVCX: DFSVX (33 years) vs PCVCX (29 years). PCVCX (1.97) is less costly to investors than DFSVX (0.31). PCVCX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PCVCX: DFSVX (0) vs PCVCX (2500). DFSVX annual gain was more profitable for investors over the last year : 13.14 vs. PCVCX (-0.99). DFSVX return over 5 years is better than : 97.58 vs. PCVCX (2.55).
| DFSVX | PCVCX | DFSVX / PCVCX | |
| Total Expense Ratio | 0.31 | 1.92 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 6.557 | 1.735 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 267M | 6,292% |
| Annual Yield % from dividends | 1.52 | 0.61 | 248% |
| Returns for 1 year | 13.14 | -0.99 | -1,321% |
| Returns for 3 years | 30.06 | -7.29 | -412% |
| Returns for 5 years | 97.58 | 2.55 | 3,832% |
| Returns for 10 years | 66.51 | -52.58 | -126% |
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